How to set up a customer so they are never billed

It is possible to configure a customer so that they are never billed.
This option is particularly useful if the customer is only the recipient of a subscription (for example, a subsidiary company), while the purchasing entity is the parent company.

The consequences of this setting

Before enabling this option, it is important to understand its impact on the customer. If a customer is configured as “Never billed“:

• No billing or payment collection: it will be strictly impossible to issue invoices to this customer, collect payments from them, or add financial lines to their balance.
• No payment data: this customer will not have a billing address or any saved payment method.
• Offer restrictions: this customer will not be able to subscribe to any potentially paid offer.

How to enable it when creating a customer

When creating a new customer in your database:

1. Fill in the customer’s basic information (Name, Email, etc.).
2. In the section called “The customer is billed”, select “Never” (or the exact wording used in your interface).
3. Then continue the customer creation process until completion.

How to modify an existing customer

If the customer already exists in your database and you want to change their billing settings:

1. Go to the “Invoices & Payments” section.
2. Search for the customer using their name or technical reference, then open their profile.
3. In the right-hand panel, click on the “Next invoice” section.
4. Click the “Actions” button > “Update settings”.
5. In the section called “The customer is billed”, select “Never” (or the exact wording used in your interface).
6. Save your changes.

Note: Before changing an existing customer to a configuration where they will never be billed, you must first verify:

🔴 Warning: If this customer already had a saved payment method (credit card, SEPA mandate, etc.), this action will permanently delete it.