How to Pause Customer Billing

You can pause a customer's billing using one of two methods, depending on whether you know the future start date.

Method 1: If You Know When the Customer Will Resume Billing

This method uses a discount to temporarily pause billing while keeping the recurring charges active.

1. Select the Customer.

2. Click Credit History.

3. Click Insert.

4. Enter the pre-tax amount of the recurring charge you are pausing.

5. Select 'Discount' as the credit type.

6. Click the magnifying glass and select or insert the appropriate category for the discount.

7. Enter a Description (e.g., "Billing Pause").

8. Uncheck the box 'Can be applied to product invoices'.

9. Click OK.

Method 2: If You Do Not Know When the Customer Will Resume Billing

This method involves entering a stop date for the recurring charges, which will require you to manually add them back later.

1. Select the Customer.

2. Click Recurring Charges.

3. Highlight the charge(s) you want to stop.

4. Select or double-click the charge.

5. Enter a stop date.

6. Click OK to save.

Note: With this method, you will need to remember to add new recurring charges when the customer is ready to resume billing.