Add or Remove a Hold on a Third-Party Bill

You can place holds on third-party bills until you want them paid.

Add or Remove a Hold

To add or remove a hold from a third-party bill:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters Details left navigation, click Banking.
4. From the tabs atop the Banking screen, click 3rd Party Bills.
5. On the 3rd Party Bills screen, either double-click the bill, or single-click it to highlight it, then from the toolbar, click Edit.
6. About halfway down the left of the Edit Bill screen, in the Options section, take the appropriate action:
   • Add a Bill Hold
     1. Check the box beside Hold bill payment.
   • Remove a Bill Hold
     1. Uncheck the checkbox beside Hold bill payment.

7. In the lower right corner, click Save.
   The system adds or removes the bill hold, as applicable.