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Excluding invoices from automatic charging

Keep flexibility with payments by excluding specific invoices from auto-charge, such as those disputed or paid via bank transfer.

Kolleno Support avatar
Written by Kolleno Support
Updated yesterday

Sometimes you don’t want a specific invoice to be auto‑charged – for example, if a customer disputes an invoice or plans to pay by bank transfer. The Exclude from automatic charging feature lets you switch off automatic payments at the invoice level, while keeping other invoices on auto‑charge.

How it works

  • The auto‑charge function charges the customer on the invoice due date based on their default payment method (card or direct debit).

  • You can disable auto‑charge for an individual invoice without changing the customer’s payment‑method setting. Disabled invoices won’t be automatically charged, but you can still trigger payment manually.

  • To exclude all invoices for a customer from auto‑charge, set their payment method to No auto‑charge in Customer Hub → Configuration → Payment Methods.

Note: Past‑due invoices aren’t auto‑charged – only invoices due today or in the future are charged automatically. You can manually charge past‑due invoices via Charge customer.

Exclude a single invoice

  1. Navigate to Receivables and open the invoice table.

  2. Make sure the Excl. auto. charging column is visible.

  3. Find the invoice you wish to exclude and click the toggle in the Excl. auto. charging column.

    • When the toggle is on, that invoice will not be auto‑charged.

    • You can click again to re‑enable auto‑charging if needed.

  4. The change is saved immediately; refresh the page or navigate to the customer hub to confirm the invoice’s status.

Bulk‑exclude multiple invoices

  1. In the Receivables table, tick the checkboxes next to the invoices you want to exclude.

  2. Click Change property and select Exclude from automatic charging.

  3. Confirm that you want to exclude the selected invoices.

  4. The system will disable auto‑charge for all selected invoices at once.

Managing from the customer hub

You can also manage this setting while viewing a specific customer’s invoices:

  1. Go to Customer Hub for the relevant customer.

  2. Scroll to the invoices list and locate the Excl. auto. charging column.
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  3. Use the toggle next to each invoice to enable or disable auto‑charge.

  4. Refresh the page and cross‑check that the Receivables page shows the same status.

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