How to Enable or Disable Automated Billing for a specific customer
This article will detail how to enable, edit, or disable automated billing for a specific customer so that the customer is not billed automated automatically with automated billing turned on.
***Reminder Automated Billing will take payment on any customer that has a contact card on file with a past due invoice. It is important to be aware of this so that you do not accidentally bill a customer for a invoice that you did not intend to bill at that moment.
Enable Automated Billing for the Specific Customer
You can edit the frequency of the automated billing once it is turned on globally.
Disable Automated Billing for the Specific Customer
- Click on Edit in Automated Billing section within the Customer profile
- Uncheck Enabled Automated Billing. Then Click Save
**This will allow you to still have a card on file for the customer but not accidentally charge any past due invoice.
Just remember that you will need to turn this back on if you want to have automated billing take payments when you are ready.