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