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
- 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.