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Deactivate pre-authorized bill payments
Deactivate pre-authorized bill payments
Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over 2 weeks ago

Occasionally, you may need to deactivate pre-authorized payment on a bill or bills already registered for pre-authorized payment.

When do I need to deactivate it?

  • Your customer wants to change payment method

  • Insufficient funds

  • Pre-authorized payment refused as unauthorized

  • Etc.

These steps must be performed on all invoices already created and not yet paid.

  1. Locate the invoice and open it.

  2. Move to the Payment schedule section of the invoice and click on the small button to display the sub-menu followed by Edit.

    Note: The payment line(s) with a small green $ sign is a pre-authorized payment line.

  3. Uncheck the Registred to automatic payment option, then click on Save.

  4. Repeat these steps for each invoice registered for pre-authorized payment for this customer.

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