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How-To : Manage Auto-Charging Settings
How-To : Manage Auto-Charging Settings

Disable auto-charging in Cone: Turn it off at the account or client level

Updated today


Summary

  1. Turning off auto-charging at the account level

    • Navigate to the integrations section

    • Check if Stripe or GoCardless is integrated

    • Click on "manage" for the respective payment integration

    • Locate and toggle off the Enable auto-charging option

  2. Turning off auto-charging for specific clients

    • Access the clients section

    • Enter the client workspace settings

    • Navigate to the payments section

      • If account-level auto-charging is disabled, proceed accordingly

      • If custom settings were previously used

        • Option 1: Remove custom settings and revert to default

        • Option 2: Keep custom settings but disable auto-charging within them

  3. Additional notes

    • Even if some clients had overridden settings earlier, you can still individually disable auto-charging for each client as needed

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