How do I pause an invoice, customer, or case?

You can pause an invoice, customer, or case so no steps are performed.

If you need to sort out or correct data in your accounting software, and want to avoid any steps being performed in Payt in the meantime, it can be useful to pause the involved file. No more actions will be performed until the file is resumed.

• Do you want to pause an invoice? First, click on the invoice number in Payt.
• Do you want to pause a customer? First, click on the name of the customer in Payt.
• Do you want to pause a case? First, click on the case number in Payt.

Once you're on the right page, you will find an 'Actions' button in the top right. Clicking this will give you a number of options, including the first one: 'Pause'.

Pay attention to these exceptions

• Are you pausing a customer? Then you are given the choice of pausing a customer entirely, or only pausing the invoice sending
• If the case is already paused, you will find an option to 'Resume' the case instead of the 'Pause' button
• If an invoice is already included in a case, you can no longer pause the invoice. In that case, you may pause the case.