---
title: "Exclude an invoice from reminders"
canonical: https://www.billabex.com/en/help/agent-collections/exclude-invoice-from-reminders/
lang: en
alternate: https://www.billabex.com/nl/hulp/agent-debiteurenbeheer/factuur-uitsluiten-van-herinneringen.md
alternates:
  nl: https://www.billabex.com/nl/hulp/agent-debiteurenbeheer/factuur-uitsluiten-van-herinneringen.md
  de: https://www.billabex.com/de/hilfe/agent-forderungsmanagement/rechnung-von-zahlungserinnerungen-ausschliessen.md
  it: https://www.billabex.com/it/assistenza/agente-recupero-crediti/escludere-fattura-dai-solleciti.md
  en: https://www.billabex.com/en/help/agent-collections/exclude-invoice-from-reminders.md
  pt: https://www.billabex.com/pt/ajuda/agente-cobrancas/excluir-fatura-lembretes.md
  es: https://www.billabex.com/es/ayuda/agente-cobros/excluir-factura-de-los-recordatorios.md
  fr: https://www.billabex.com/fr/aide/agent-recouvrement/exclure-facture-relances.md
  pl: https://www.billabex.com/pl/pomoc/agent-windykacja/wylacz-fakture-z-przypomnien.md
updated: 2026-11-09
index: https://www.billabex.com/llms.txt
---

# Exclude an invoice from reminders

<section class="help-summary" aria-labelledby="in-short"><h2 id="in-short">In short</h2><p>An open invoice can be <strong>excluded from reminders</strong> from its detail panel, or together with other invoices selected in a list. It stays due, counted in the balance and visible, but the agent no longer claims it, mentions it, attaches it or bases its cadence on it. The customer’s other invoices keep being reminded. You can remove the exclusion at any time.</p></section>

## Expected result

The invoice shows the **Excluded from reminders** badge and the customer’s next reminders only concern the other invoices.

## Before you start

- Identify the reason for the exclusion: dispute, undelivered remainder, expected credit note, or invoice collected again by another tool.
- Check whether it would be better to pause all of the customer’s reminders, for example for insolvency proceedings or a stop requested by the customer.

## Procedure

1. Open the invoice from the **Invoices** tab of the customer page, or from **Settings > Invoices**.
2. In the detail panel, **Automatic reminders** section, click **Exclude from reminders**.
3. Add an **Internal note (optional)** if needed: it stays visible to your team and is never sent to the customer.
4. Confirm, then check the **Excluded from reminders** badge next to [the invoice status](https://www.billabex.com/en/help/customer-accounts-documents/invoices-statuses/).
5. To undo, reopen the invoice and click **Remove manual exclusion**. **Edit note** stays available while the exclusion is in place.

For several invoices, tick them in an invoice list and click **Exclude from reminders** in the actions bar. The optional note is the same for all of them, and a summary appears before you confirm.

## What Billabex does

The exclusion keeps the note, the date and its author. It changes neither the amount due nor your accounting: the invoice stays in the balance and the aging balance. The agent no longer mentions its number, no longer attaches its PDF, and calculates the reminder rhythm from the other invoices only. Reminders already scheduled are reviewed before they are sent. The exclusion stays in place until it is removed, even if the invoice is settled and then becomes due again, and it follows the invoice when a connected tool reissues it.

In bulk, an invoice already excluded is skipped so its note is not rewritten, as is an invoice with nothing due.

An invoice can also be held by a task, for example [a customer dispute](https://www.billabex.com/en/help/agent-collections/customer-replies-questions-disputes/): it then shows **Held pending action**. Removing the manual exclusion does not lift that hold, which disappears once the task is handled.

If every open invoice of the customer is excluded, the page shows “No reminder planned: every open invoice is excluded from reminders.”. The customer’s reminders are not paused: remove an exclusion to resume reminders.

## If the result is not what you expected

- **The invoice still appears in the balance**: this is normal, it remains due.
- **The expected credit note has arrived**: it only reduces the invoice balance once allocated to it; see [how credit notes are allocated](https://www.billabex.com/en/help/customer-accounts-documents/credit-notes-allocations/).
- **No reminder is sent anymore**: check whether every open invoice is excluded, or whether a pause or task is also holding the customer.
- **The action is not offered**: only an open invoice can be excluded. A settled invoice shows “Invoice settled: no reminder needed.”.
- **A recent reminder still mentioned the invoice**: it may have been sent before the exclusion. Check the send time in the customer’s **Messaging** tab.