Remove a Payment Hold Code

General contractors using an integrated ERP to pay their subcontractors can use Trimble Pay to remove payment hold codes which were applied to the invoice when it was previously exported earlier in the process.

These steps are currently supported for the Vista™ application only.

To remove a payment hold code from a Vista invoice:

In the left-hand sidebar, select Payment & waivers.
Select the Needs my attention tab.
Listed are invoices which other users have approved to be paid.
Select the checkbox to the left of each invoice you want to mark as paid.
On the right-hand side of the screen, select Remove payment hold code.
The invoice will move to the Sent to Vista tab and will remain there until the invoice has been paid in Vista.

What happens next:

Once the invoice is paid in Vista, Trimble Pay moves the invoice to the Posted in Vista tab and updates the Invoice status column with the payment method used in Vista.
Trimble Pay's next action depends on the payment method used in Vista:
- ePayments - releases the unconditional waiver automatically from the Lien Waiver Vault.
- Check or EFT - sends an alert prompting the subcontractor to verify the payment. Once the subcontractor verifies the payment, Trimble Pay releases the unconditional waiver from the Lien Waiver Vault.

Remove a Payment Hold Code

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