Place Holds on Available Payments

A payment can be placed on hold if you do not yet want to want to make it available for processing, its missing payee information, etc.

Note: This is available for Included Payments only. This process will flag the payment as On Hold. It will be moved to the Excluded Payments tab in Available Payments.

1. Navigate to the Payment Processing area.

2. From the Available tab, click on the Manage payments button in the Processor summary.

   

3. Select the programs you want to see payments for from the dropdown above the Available Payments summary.

   Note: Payments shown in the Available Payments summary, Included Payments table, and Excluded Payments table will filter automatically.

   

4. Click on the Included Payments tab.

5. Click on the ellipsis icon next to the payment and select the On hold option.

   

6. In the Hold Payment screen, enter notes about why the payment needs to be held.

   

7. Click the Place on hold button to finalize the process and move the payment to the Excluded Payments tab.
   

Warning: Payments with a status of On Hold cannot be sent to processing until you take action to release the hold. Learn more.