Editing upcoming billing

This handy feature lets you edit upcoming payments without having to navigate from the upcoming billing section.

It may be that you want to change the billing amount of a customer payment i.e. Christmas shut down, change the date the payment is due, or skip a payment that is no longer owed. This is all possible and more.

Filters allow you to refine your search before editing anything. In this example, we want to look at all customers on the Unlimited package, and payment dates in August 2020.


Click options besides the desired payment to edit as required.

In this example we're changing the payment date from 1st August to 15th August.


Other options allow to skip the payment. Once skipped they can be viewed from upcoming billing.


Tip. Use filters to view only the payments you've chosen to skip.


Or change the payment total - perhaps you want to reduce the price a customer pays over a period you close down the business i.e.Christmas.


Perhaps you want to view all payments in retry. Use the 'Retrying' filter to show all.


It may be that the customer payment failed due to missing payment details. If you have the customer's payment details to hand, click on the membership below their name, and then click No Method >> Add Payment method.



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