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Resolving Delivery on Hold Invoices

An invoice is assigned a status of Delivery on Hold if the associated matter has incomplete tasks. Tracker does not deliver the invoice to the client until all of the incomplete tasks for the matter are resolved.
If an invoice has a status of
Delivery on Hold
 for more than 45 days, Tracker automatically rejects the invoice back to the firm and send emails to the lead attorney and billing clerk who posted the invoice.

View Delivery on Hold Invoices

You can view Delivery on Hold invoices by clicking
Billing
 in the left navigation or by accessing the applicable matter. When
Billing
 is clicked:
  • A
    View incomplete tasks
     status links to a list of incomplete tasks, users responsible and e-mail reminder history.
  • The
    Date Posted
     field displays
    TBD
    , which indicates To Be Determined.
  • The
    Days Pending
     column displays
    NA
    , which indicates Not Applicable. The age is based on the number of days since the invoice was delivered.
To view Delivery on Hold invoices by accessing the applicable matter:
  1. Click
    Matters > Matter List
     in the left navigation.
  2. Click the applicable matter.
  3. Click
    Invoices
    . Delivery on Hold invoices are listed under the
    Invoices on Hold
     section. Notice the following:
    • A
      View incomplete tasks
       status links to a list of incomplete tasks, users responsible and e-mail reminder history.
    • The
      Age
       column displays two hyphens (--). The age is based on the number of days since the invoice was delivered.

Send Email Notifications to Responsible Users to Remind them of Incomplete Tasks

Tracker automatically sends periodic emails to responsible users reminding them of the incomplete tasks that are preventing an invoice from being delivered. In addition, billing managers can trigger email reminders from within Tracker.

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Firm