Having customers on Auto Charge is great—you get paid on time, every time. But sometimes, an Auto Charge customer might have a one-off invoice that shouldn’t be paid automatically. Choose whether an invoice should be auto-paid or not, on a per-invoice basis.
Turning off Auto Charge for individual invoices
It's easy! When entering an invoice for a customer on Auto Charge, simply deselect Automatically pay bill at the bottom, before clicking Save.
What about recurring invoices, or invoices that already exist?
Recurring invoices are set to Auto Charge by default, and it can't be turned off when you set up a new recurring invoice. However, you can turn off Auto Charge for any invoice, even one created by a recurring invoice rule.
- Locate the invoice in Bill.com
- Click the edit icon
- Select or deselect Automatically pay this bill as appropriate
- Click Save
Syncing with QuickBooks for Windows
Invoices synced in from QuickBooks for Windows can not be edited in Bill.com. Therefore, Auto Charge can not be turned off for invoices synced in from QuickBooks for Windows.