How to Change the Next Billing Date on Payment Plan

Want to change the next billing date for a customer's payment plan?

No problem! Here's how to do it:

  1. Navigate to the customer's Order Record where there is an active Payment Plan.

  2. Under the "Next Payment" headline, click on the small calendar icon that reveals the "Change Next Payment Date" description.
  3. A window will popup with the "Change Next Payment" settings. Click in the box with the current date.
  4. A calendar date selector will appear, select the new date for the next payment.
  5. Check to make sure the new date is accurate and click "Save".
  6. Success! Triple check that the new date for the next payment is accurate, and you're all set!

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