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Change a Contact's Next Bill Date

Updated

 

The Goal: Manually update the next bill date for a membership on a contact's record.

Before You Begin:

  • Understand how your membership types are configured: next bill dates are set based on either an anniversary date (for anniversary renewals) or the 1st of the selected renewal month (for fixed-month renewals). See Add a New Membership Type for details.
  • If Enforce Date Rules on Fixed Renewal Month Memberships is enabled in your system, the next bill date may not be editable. See Membership Global Settings.

Step-by-Step Instructions

  1. Navigate to the contact's record. On the Billing Setup tab, click the hyperlink for the membership you wish to update.
  2. On the Edit Membership Billing screen, change the Next Bill Date. 
    Note: If the membership has multiple fee items, you will need to change each Next Bill Date individually.
  3. Click Done.

Common Pitfalls

  • Enforce Date Rules enabled: If your organization has enabled Enforce Date Rules on Fixed Renewal Month Memberships, you will not be able to update the date. Check Membership Global Settings if the field appears locked.
  • Multiple fee items: Each fee item within the membership has its own Next Bill Date field. Update each one individually or dates will be inconsistent.

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