In this guide we'll run through the steps to change the billing date for all your customers. If you'd like to change the bill date for just one customer check out this guide.

  • First, head to Memberships >> click desired membership >> Members tab. Here, right click on the member's name to open their membership in a new tab - this will save you having to go back and forth in your browser window.

  • Take note of the current bill date (this will be used to calculate the prorate).

  • Click 'Edit' and change the bill date to the desired date. For more details, please see this guide.
  • Now, you may choose to adjust the payments. Let's see how this works with two examples:
  1. The customer owes you money

Today is April 15 and you've changed the customer's billing date from the 23rd to the 1st of the month. 

Head to the Upcoming Payments tab on the page you land on and click the May 23 payment.

Change the May bill date to the current bill date i.e. if they billed 23rd March you would change the bill date to 23rd April.

Calculate how many days the customer owes you in April by the following calculation: 

Total membership cost per month / days in the month (30 for April) x days to charge in April = (£60.00 / 30) x 7 = £14

Click the April 23 bill date to update the amount to £14.

Head to the upcoming payment tab again to verify changes.

    2. The customer has overpaid

Today is April 28 and we've changed the customer's bill date from the 23rd to the 1st of the month.

Calculate how many days you owe the customer in April by the following calculation: 

Total membership cost per month / days in the month (30 for April) x days to charge in April = (£60.00 / 30) x 7 = £14

Click the May 1 bill date to update the amount to £60 - £14 = £46.

Head to the upcoming payment tab  to verify changes.

Jump to:

Adjust the bill date for an individual customer

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