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 email@example.com. We're here to help!