To stop billing a customer, you’ll need to cancel their agreement and exclude any future charges. Follow the steps below:
Cancel the Agreement
Go to the Agreements page
Find the customer agreement you want to cancel
Click the three dots on the right side and select Cancel Agreement
In the confirmation modal, review the options for pending charges and choose to exclude them
Confirm the cancellation
Once cancelled, the agreement status will change to “Cancelled.” An optional email notification can also be sent to the customer. You’ll see this option in the modal before confirming the cancellation.
Exclude Future Charges
Go to the Charges page
Find all charges associated with this customer
Select the charges
Click the red [X] and Exclude the organisation/company from vendor.