---
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/fr/aide/agent-recouvrement/exclure-facture-relances.md
updated: 2026-09-27
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. It stays due, counted in the balance and visible, but the agent no longer claims it, quotes it, attaches it or bases its pace on it. The account’s other invoices keep being followed up. You can put it back at any time.</p></section>

## Expected result

The invoice carries the **Excluded from reminders** badge and the account’s next reminders only cover its other invoices.

## Before you start

- Identify why you are excluding it: dispute, undelivered balance, expected credit note, or an invoice charged again by another tool.
- Check whether pausing the whole account would be more appropriate, for example for insolvency proceedings or when the customer asked to stop.

## Procedure

1. Open the invoice from the **Invoices** list or from the account’s invoices tab.
2. In the detail panel, **Automatic reminders** section, click **Exclude from reminders**.
3. Add an **Internal note (optional)** if needed: your team sees it, and it is never sent to the customer.
4. Confirm, then check the **Excluded from reminders** badge next to the invoice status.
5. To undo it, open the invoice again and click **Put back into reminders**. **Edit note** stays available while the exclusion is in place.

From a scheduled automatic reminder, the **Manage the invoices being chased** link opens the invoices concerned directly.

## What Billabex does

The exclusion keeps its note, date and author. It changes neither the amount due nor your accounting: the invoice stays in the balance and the aged balance. The agent no longer mentions its number, no longer attaches its PDF, and works out the reminder pace from the other invoices only. Reminders already scheduled are checked again before they are sent. The exclusion stays in place until it is lifted, even if the invoice is settled and later becomes due again, and it follows the invoice when a connector reissues it.

When every open invoice of the account is excluded, the record shows “No reminder planned: every open invoice is excluded from reminders.” The account is not paused: put an invoice back to resume reminders.

## If the result is not what you expected

- **The invoice still counts in the balance**: this is expected, it is still due.
- **No reminder goes out anymore**: check whether every open invoice is excluded, or whether a pause or a task also holds the account.
- **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 quoted the invoice**: it may have been sent before the exclusion. Check its send time in the account’s communications.