Why an invoice is on hold

BudLogix will not pay for product that has not arrived. An invoice that still owes money is held until its delivery is confirmed received, or until someone says no delivery is expected.

What counts as received

A delivery is confirmed when it was scan-reconciled in Receiving, or when METRC reports it received. Either is enough.

What the hold looks like

• On the Invoices list the row carries an Awaiting delivery badge, cannot be ticked for checks or the ACH file, and has no Mark as Paid.
• On the detail page the status shows On hold, the match banner chip reads Awaiting delivery (or Delivery linked - unconfirmed when a delivery is linked but not yet received), and the main button is Resolve hold.
• Record payment, Print check, Generate Checks and Export ACH batch all refuse a held invoice. The ACH dialog lists it under Left out with "Delivery is not confirmed received, and no waiver is on file."

Getting off hold

• Link delivery on the detail page. Suggested matches are scored from the vendor, amount and lines; the best is marked Recommended. Once that delivery is received, the hold lifts on its own.
• Mark as no delivery expected (Mark no delivery expected on the banner) waives the requirement. The row then shows Delivery waived. Clear waiver puts the hold back.
• Paying nothing more: an invoice with no balance is never held.

Linking by itself

With "Automatically link invoices to deliveries when match score is high enough" switched on in Invoice settings, a newly arrived invoice is linked to its best-scoring delivery when the score clears the minimum (default 110 on a scale to 130). Switched off, the same suggestions still appear during review and on the detail page.

Where you see this

• Invoices
• Invoice detail
• Invoice settings
• Receiving