Customer Settings
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      1. PencilPay Help Center
      2. Customer Settings

      How to disable auto-charge for my customer?

      You may have a customer that want to delay paying their invoice(s) as they may have cashflow challenges.

      You may have a customer that want to delay paying their invoice(s) as they may have cashflow challenges.

      To do this follow these steps:

      1. Log into your PencilPay account.
      2. Go to Customers and search for the customer.

      3. Under "Actions" click on the (...) More Actions and then select Customer Settings.
      4. Scroll down to "Reminders" and then you can toggle OFF "Auto-Charge Invoices with Saved Payment Method" and "Enabled for same day payments". You can toggle this on as soon as your customer is ready for auto payments and the payment will be processed in your next cycle.