1. Pause all collections & reminders for a customer
Use this option if you want to temporarily stop reminders and collection activity across all eligible invoices for a customer.
Steps
Go to the Credit Control view.
Select the customer using the checkbox on the left-hand side of the table.
You can select multiple customers to apply this as a bulk action.
In the action bar at the bottom of the table, click “Manage reminders & collections.”
Choose how long you’d like to pause collections:
Until you resume it manually
7 days
14 days
Until a specific date
Once confirmed, reminders and collection activity will be paused for the selected duration.
2. Pause an Auto Collect workflow (direct debit) at payment request level
Use this option if you only want to pause a specific Auto Collect payment request, rather than all activity for a customer.
Steps
Go to the Payments view.
Select the payment request using the checkbox on the left-hand side of the table.
You can select multiple payment requests to pause them in bulk.
In the action bar at the bottom of the table, click “Pause Auto Collect.”
Choose how long you’d like to pause the payment:
Until you resume it manually
7 days
14 days
Until a specific date
The selected payment request(s) will remain paused for the chosen duration.
⚠️ Payment requests with the status “Submitted” cannot be paused.
This is because the collection process has already been initiated with your customer’s bank.