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Excluding invoices in your automated reminders
Excluding invoices in your automated reminders

Invoice exclusion

Katrina avatar
Written by Katrina
Updated over 5 years ago

ezyCollect allows you to exclude specific invoice/s that you do not want to chase. You do not need to exclude customer account but just the invoices. 

How to exclude specific invoice/s:

Step 1: Go to customer page and click the specific client name you want to perform this action to

Step 2: Click the invoice you want to exclude under open invoices

Step 3: Click the exclude invoice button

Note: 

  • Excluded invoices can be included back in. 

  • Once invoice/s are excluded it will no longer be attached in any of your attached invoices in your email reminders.

  • Excluded invoices will be included in monthly statements as well as open and overdue invoices.  

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