You might use this feature for a customer with a unique payment plan, or for a customer who is on holidays. 

  1. Click Customers from the left hand menu.
  2. Select your customer by clicking into the tick box next to their name. This action opens up their customer page. 
  3. Go to Actions drop down menu and click Pause Customer.
  4. In the pop-up box, type your reason of setting the customer on pause.
  5.  Confirm this action by clicking the Pause button. 

You can check the customer's status on the upper left corner of their customer page.

This is how to exclude chosen customers:  

  1. Click Customers from the left hand menu.
  2. Select your customer by clicking into the tick box next to their name. This action opens up their customer page. 
  3. Go to Actions drop down menu and click Exclude Customer.
  4. In the pop-up box, type your reason of setting the customer on exclude.
  5.  Confirm this action by clicking the Exclude button.

Another method of pausing/excluding customers:

  1. Click Customers from the left hand menu.
  2. Hover your mouse anywhere on the row of the customer subject for action.
  3. Circle buttons will appear on the right hand side of the row.
  4. Choose and click your desired action.

You can check the customer's status on the upper left corner of their customer page.

When you Pause or Exclude customers they wont receive the following: 

  • Automated reminders in the communication workflow (1st follow up, 2nd follow up, etc) 
  • Monthly statements 
  • Thank you emails 
  • New Invoice and Pre-reminders (before invoice is due) - but in this category there is the ability to include and send to Paused or Excluded customer if you wish. 
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