Pause Billing for an Open Account

Pause Billing for an Open Account

There are a few different approaches to pausing billing on an account. If you know when the customer would like to re-up>Select the Customer>Click Credit History>Click Insert>Enter the Pre-tax amount>Select ' Discount' as Type>Click the magnifying glass>Select or insert the appropriate category>Enter Description>Uncheck 'Can be applied to product invoices>Click OK. If you do not know when the customer would like to re-up>Select the Customer>Click Recurring Charges>Highlight the charge(s)>Select or double click>Enter stop date>Click OK to save. With this method, you will need to remember to add new recurring when the customer wants to re-up.

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