Introduction:
This guide explains how to properly skip a scheduled payment by updating a member’s billing date. Following this process ensures future charges are adjusted correctly and prevents overlapping or duplicate charges.
Process Description:
When adjusting a member’s next billing date, it's important to update not just a single payment, but all future billing dates if the intent is to skip a payment. This prevents the system from processing charges on the original billing schedule, which could result in double charges and payments as well as incorrect account balances.
Gathering Materials/Resources:
Member name and plan details
Knowledge of the intended new billing date
Understanding of whether this is a one-time adjustment or an ongoing change
Step-by-Step Instructions:
Navigate to the member’s profile
Locate the Membership Plan on the Memberships and Payments tab.
Click the three dots to the right of the plan and select View.
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Select the option to Update Next Billing Date.
Input the new billing date that the member’s payment should move to.
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Select This and Following Billing Dates. This ensures that all future payments are shifted accordingly, not just the next one.
Confirm and save changes by clicking Update.
Tips and Best Practices:
Avoid selecting “This billing date only” unless you're intentionally moving a single payment — for example, if a member just needs their billing date moved from Friday to Monday for that specific cycle.
Communicate changes to the member if their payment schedule is being adjusted.
Next Steps:
Monitor the member’s upcoming charge dates to ensure the changes were applied correctly.
If a duplicate charge occurred, consider voiding the duplicate charge and issuing a refund as appropriate.
Additional Information: