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At any point after you have started a new sale (invoice), you may put it On-Hold in order to do something else in Insight. When you first enter the Sales screen, or after you have completed an invoice or put an invoice on hold, you may bring up a list of the invoices currently on hold and choose one to work with.
Putting an Invoice on Hold #
If you are in the middle of adding an item to the invoice or editing an item, you must Add, Apply or Cancel before you can put the invoice on hold.
- Click the Hold button or press F4 on your keyboard.
- The invoice will be saved with the information that has been added to it so far and the screen will be reset so that a new sale may be started.
- The number of on-hold invoices is displayed directly on the On Hold button.
Bringing up an On Hold Invoice #
- Click the On Hold button or press F4 on your keyboard.
- The Invoices Currently On Hold screen will pop up containing a list of all on hold invoices.
- The list comes up sorted by date and client name; you may change this order by clicking on the header names for the columns Date, Time and Client Name.
- Select the invoice you want to continue working with and click Activate Invoice or press Enter on your keyboard.
Merging Two On Hold Invoices #
- Click the On Hold button or press F4 on your keyboard.
- The Invoices Currently On Hold screen will pop up containing a list of all on hold invoices.
- The list comes up sorted by date and client name; you may change this order by clicking on the header names for the columns Date, Time and Client Name.
- Select the main invoice (the one with the client that you want to keep as the Paying Client) and click Merge Two Invoices.
- Read the message that pops up and then click OK.
- The invoice you have selected will change to bold text in italics.
- Select the invoice that you wish to merge into this invoice and click Complete Merge.
- The two invoices will be merged and then brought up on screen so that you may continue working with the merged invoice.