Credit Holds, Vacation Holds and Billing
Last Modified on 09/25/2026 1:11 pm PDT
Accounts can be configured to prevent recurring services from being billed while on a vacation or credit hold. These settings are configured at the Bill Group level, with the option to override them for specific services at the Service Code level. The Billing screen also includes tools to identify and review Vacation and Credit Hold prorations, including summary totals and invoice-level indicators.
Setup Configurations
Bill Group and Service Code settings control whether recurring services are billed while an account is on vacation or credit hold, as well as which services can continue to be billed while the account is on hold, such as equipment rentals.
Bill Group Settings
In Setup > Accounting > Bill Group, two optional settings prevent an account’s recurring services from being billed when the account is placed on either a Credit Hold or Vacation Hold.
- Do Not Bill Credit Hold
- Do Not Bill Vacation Hold
Service Code Override
In Service Code Setup, the Bill While on Hold setting overrides the Bill Group configuration and allows an individual Service Code to continue billing while an account is on hold. This can be used for charges that are not dependent on service completion, such as rental charges.
When Bill While on Hold is enabled for a Service Code, only those applicable recurring charges will continue to bill while the account is on hold. Other recurring services will be excluded based on the Bill Group configuration.
Credits for Previously Billed Services
If an account was billed in advance before being placed on Credit Hold or Vacation Hold, the system will calculate the applicable credit after the hold is removed.
The system looks back to the previous invoice containing recurring service charges and calculates the credit based on the number of calendar days the account was on hold. The start and end dates of the hold are included in this calculation.
For example, a hold from September 1 through September 5 is calculated as five calendar days.
The resulting credit is reflected on the invoice as a system-generated hold credit line item. When multiple hold periods occur within the same billing period, each applicable date range is included and only distinct hold days are credited.
Hold credit date ranges are also displayed on the Single Invoice Preview and supported invoices.
Billing Screen Views
To support Vacation and Credit Holds, the Billing screen includes tools to help view credit hold prorations.
1. Billing Summary
The Billing Summary section of the Accounting > Billing screen includes a Vacation/Credit Holds summary. This displays the number of invoices containing Vacation or Credit Hold prorations along with the total dollar amount of those prorations.
Select the Vacation/Credit Holds link to open the Vacation & Credit Hold Detail screen.
2. Billing Details
Within the View Details screen, an icon is displayed for invoices containing a Vacation or Credit Hold proration. Hover over the icon to display the following message: “This invoice contains a vacation or credit hold proration.”
