How do I pause/postpone billing for my customers?

There may be occasions when you need to pause the billing for auto-renewing payments

If you need to pause billing for auto-renewing payments for your customers, our simplest recommendation is to just edit the amount of the renewing order to £0.00, and then set the amount back to the normal price when they the customer is due to return.

An example may be if you are billing your customer monthly for classes, but your customer has suffered an injury that requires several months recovery.

From the contact record

Steps:

• Open the contact record for the person you need to pause payments for
• Open the Finance tab and then Orders
• Select the order for the member and choose to Edit gross amount
• Edit the amount and update
  • If the adjusted order price needs to remain for an extended period of time e.g. 2+ months, ensure that you select Lock price, so all upcoming orders will be locked at your adjusted price. When the person is due to the return, follow the same steps and change the amount back to the normal price

From Sales admin > Orders

Steps:

• Navigate to Home > Sales admin > Orders
• Select the order and choose to Change gross amount from the menu
• Edit the amount and update
  • If the adjusted order price needs to remain for an extended period of time e.g. 2+ months, ensure that you select Lock-in the price for renewals, so all upcoming orders will be locked at your adjusted price. When the member is due to the return, follow the same steps and change the amount back to the normal price