Sometimes you need to make sure funds are not accidentally paid out. For example, you know a big bill is upcoming or a Vendor owes you a refund.
You can place a payment hold on any payable contact. This will prevent payment.
To do so, navigate to the contact and click Edit.
Find the section called "Payment Settings." You'll see the following:
In this example, we checked the box and added a note that says, "Owes refund of deposit on job that was re-assigned." Hit Save/Submit.
Now, when we go to make a one-off payment to this contact, we will see this message:
And in the Batch Payment Workflow, we will see the following error and the invoices will be uncheckable/unpayable:
Once the hold is removed, everything will return to normal.
You can instead or also place a hold on a Property. There are separate instructions for that.