📝 Overview

You can edit a single upcoming payment on a customer's membership without changing their membership price or affecting anyone else.

This guide shows you where to find a customer's upcoming payments, what you can change on an individual payment, and where to make the same changes for several customers at once.

🔔 The Customer List has a new look

The redesigned Customer List is now live for all providers, with configurable columns, saved segments, and the option to email or text customers straight from the list. To learn more about the new Customer List, see the guide here.

🧾 How to Adjust an Upcoming Payment

Each membership has an Upcoming Payments tab listing the payments that are scheduled but not yet taken. Opening a payment from this tab lets you edit that payment on its own.

Click the arrow to learn how to adjust an upcoming payment

Go to Customers ➜ Customer List, search for the customer and open their account.
Click their Memberships tab, then click the membership name.
Open the Upcoming Payments tab.
Click the payment you want to change. This opens a page for that payment on its own.
You can change the payment date, payment memo, payment amount, initiate the payment early, and skip the payment.
Make your changes, then click on Edit Payment.

✏️ What You Can Change

Everything on this page applies to the one payment you opened. The customer's membership, its price, and their other scheduled payments are left as they are.

Payment amount	Change what the customer is charged on this occasion, for example to apply a one-off reduction or to settle a difference after a billing change.
Payment date	Move the payment to a different date, which is useful when a customer asks to delay a single payment.
Skip this Payment	Stop the payment being collected while the membership stays active. Skipped payments move to the Skipped Payments tab, where they can be unskipped before the billing date.
Collect early	Take the payment ahead of its scheduled date rather than waiting for the billing day.
Description	Add a short explanation against this payment, so you and your team can see later why it was changed.

Once saved, your changes appear against that payment on the Upcoming Payments tab.

⚠️ Using GoCardless?

GoCardless begins processing payments 7 days before the billing day. A change made inside that 7 day window will not apply to a payment that has already been scheduled, and will take effect from the following billing cycle instead.

To be sure your change applies, make it at least 8 days before the billing date. For other processors, such as Stripe, you can make the change up until the day before.

💡 Editing a payment here never changes the membership price. To change what every customer on a membership pays, use the bulk edit tool instead, covered in the table below.

🔀 Other Ways to Change Payments

Editing a payment from a customer's profile suits one payment for one person. When you need to change the same thing for several customers, or change a membership itself, use one of the tools below.

Edit payments for several customers	Reschedule, skip or change the amount of upcoming payments from Billing/Revenue ➜ Upcoming Billing. See Editing upcoming billing here.
Change the price for everyone	Update the membership fee for all or some of your existing customers in one go. See How to change the price on a recurring membership for existing customers here.
Skip a payment	Skip one payment from a customer's profile, or several at once from your upcoming billing. See How to skip membership payments here.
Undo a skipped payment	Reverse a payment you have skipped, as long as its date has not passed. See Unskip previously skipped membership payments here.
Change the billing day	Move which day of the week or month a customer is billed on, rather than moving one payment. See How can I change the day my customer's recurring membership is billed on here.
Add an extra payment	Add a one-off ad hoc payment to a recurring membership. See How to add a payment to a recurring membership here.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.