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How do I postpone collecting payment from one monthly bill?

Learn how to skip, postpone, or pause a client's billing if you do not want to charge them this month

Written by Gnomes

You can be flexible when billing a client. If your client needs to pay you at a later date or if you want to skip or pause their billing, you have options!

How to Postpone Payment

You have two options to postpone collecting a payment on a monthly bill.

Option 1 - Change the billing date

Kitchen admins can change the due date of a pending monthly bill. To do this, go to Billing Tab > Client Profile > click "change billing date" under the pending bill.

Choose the date you'd like the monthly bill to be charged. The client will now be charged on the new selected date.
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Option 2 - Set the client to manual

This option is a bit more cumbersome. If you switch the client to "manual payment processing" in their settings, the system will not automatically bill them. We never attempt to bill clients automatically who are on 'manual' payment processing.

To set a client to manual, go to Clients > Click on the client name > Click 'Edit' next to Payment > Turn 'Manual Payment Only' ON > Save.

Once you are ready to charge them, switch them off manual (back to automatic payment processing) then charge the bill by going to the client's statement > clicking the drop down arrow on the selected charge > clicking Charge Now.

If you do not want them to pay for this bill at all, you can use the Mark Uncollectible option instead to write off the bill. Learn more about this option here.
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*If instead of billing them through the system, if you just take a check or cash from them, make sure to record the payment in the client's statement, otherwise the client will get weekly payment reminders. Need help recording a payment for a manual client? Check out this article to help you record the manual payment.

How to Pause Billing

The best way to pause a client's billing will be to mark them as Inactive. To do so, go to your Clients tab and click where it says Active to make them Inactive instead. Once they are ready to return, you can click the same option to make them Active again.

Another option is to switch the client over to the Hourly billing plan. This won't stop them from being billed for storage or if they book time in the kitchen, but will stop them from being billed for their Monthly Billing Plan.

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