How to Change the Next Billing Date on Payment Plan

If you need to change the next payment date for a customer's Payment Plan, you can easily accomplish this from your customer's Payment Plan record. The Payment Plan record can quickly be accessed from the Customer Record.

From your customer's Payment Plan record, just click the 'Change Billing Date' option

In the popup, just select a next bill date from the date picker.

Once configured, just click 'Change Payment Date' to save the customer's new next bill date

Any subsequent payments after the next bill date will be based on the new bill date and the payment plan's billing frequency.

If you happen to have any questions, don't hesitate to send us a quick email at support@spiffy.co. We're here to help!