How to Edit Payment Dates on a Subscription

Follow

 

This article will take you through:

  1. What are payment dates?
  2. How to edit the payment date?
  3. Things to be aware of when editing payment dates

 

What are payment dates?

Payment dates (or Billing dates) are agreed upon dates that recurring membership payments are taken from your members for that period's membership payment. 

 

How to edit the payment date?

  1. Go to your client's profile from the 'Clients' tab or via 'Global Search' 
  2. Click on the 'Membership' tab
  3. Click the ‘Edit’ button beside the ‘Next Payment Due’ date
  4. Select new payment date from drop down
  5. You will be shown supporting detail regarding requested date change
  6. Confirm date by clicking on ‘Change Payment Date’ button

editsubdate2.gif

 

Things to be aware of when editing payment dates

You can only change the payment date for an Unlimited Subscription.

The membership must currently be active. You cannot edit the payment date of a future membership. 

The membership end date will change inline with how many days you move the payment date. (e.g. if you move payment date forward 2 days the member will have their membership end date moved 2 days as well)

Moving the payment date forward by X days will cause:

  • The payment date to move forward by X days per cycle
  • The customer to be given X free days of the membership

Moving the payment date backwards by X days will cause:

  • The payment date to move backwards by X day per cycle

Pro-rated memberships can only be moved in monthly increments.

‘Add-on’ services will automatically have payment dates changed to match the membership payment date.

There is no limit on the number of days you can move the payment date by.

 

Next steps and additional support

Below you’ll find some more resources related to memberships 

For additional support on changing payment dates please reach out to [email protected] and we will be happy to assist you.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.