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Bill Cycle Day Changes

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For clubs on Invoice Based Billing, an account's bill day can be updated on the member account page. Clicking on the Bill Cycle Day allows it to be edited to any day within a month of the current day. Bill Cycle Day edits are available for accounts where all of the following are true:

  • the account has a Next Due Date 
  • billing frequency is monthly 
  • the account is in an active open-end or term status
  • the account is not past due
  • the account does not have a pending billing pause 

 

Access to editing the bill cycle day is currently limited to users with a role of Client Admin. 

bill cycle day update.gif

 

Automatic Proration

For clubs on Invoice Based Billing, a preference is available for automatically calculating and invoicing for prorated dues when the bill cycle day is changed. 

The “Apply proration for bill cycle day changes” preference is available in Client Preferences > Member > Preferences. 

When this preference is enabled, and a bill cycle day is updated, two invoices are created: 

  1. An invoice for the prorated payment amount owed for the time period between bill cycle day changes. The due date of this invoice will be the start of this period, so it will match the old bill cycle day. 
  2. An invoice for the full payment amount owed starting on the new bill cycle day. 

The next due date on the account will continue to reflect the old bill cycle day until the prorated invoice is paid.

Example

This account has payment amount $53.74, bill cycle day of the 13th, with a next due date of 3/13/24.

The desired bill cycle day is the 15th, so this is updated to 3/15/24. 

Once saved, the account displays the updated bill cycle day of the 15th, but continues to reflect a next due date of 3/13/24.

The next due date continues to show the 13th because a prorated invoice is automatically created for the time period between bill cycle day changes - in this case, the prorated invoice due on the 3/13/24 represents prorated payment amount owed for 3/13-3/14. The full payment amount resumes on the following invoice, due on the new bill cycle day, 3/15/24.

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