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How to put a Payment on Hold

Updated over 7 months ago

If you wish not to pay the Provider Invoice yet or not create an ABA file for a certain Invoice, provider or participant, you can put the Invoice on hold

To do this :

  1. Navigate to the Claims page

  2. Go to 'Payment Ready' under 'Processed' tab

  3. Select the Invoice(s) you wish to put on hold

  4. Click the 3 dots at the upper right and hit 'Hold' button

Please state the reason for the hold on this invoice. Once done, Click 'Hold Payment'

The invoice has been moved to and is now visible in the "On Hold" tab and the reason why it was put on hold.

If you wish to pay an invoice that is currently on hold :

  1. Select the Invoice

  2. Click the "Remove Hold" button.

This will move the invoice back to the "Payment Ready" tab, where you can process the payment.

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