You need to have the Customers > Change Preferred Billing Day site permission to change the customer's membership preferred billing day. See User and Roles.
The Change Preferred Billing Day option is visible only when:
- The customer's membership status is Active or Active with Billing Issues.
- The customer's membership status is NOT Future, Expired, Cancelled, or Suspended.
- The customer's membership is not pending suspension or cancellation.
The Change Preferred Billing Day option allows you to change the preferred billing day for a customer's membership overriding the existing organisation's settings. The system would automatically adjust the billing dates for the necessary payments when there are changes made to the customer's membership preferred billing day.
In the customer's page, select the Memberships tab.
For the membership that you wish to change, select the More Actions button and then select Change Preferred Billing Day.
Select the new Preferred Billing Day.
- Select the Next Payment Start Date if applicable.
Enter the Notes section if applicable.
Select Save Changes.
If there are paid future payments, the changed preferred billing day from today onwards would not affect the paid payments. Note the last debit would be prorated based on the last billing rate and the preferred billing day.
A confirmation message appears at the top of the customer's page. All activities are recorded in the Timeline tab.