After a membership has been purchased, you can change its auto-payment date. This will change all future scheduled payment dates accordingly.
If you change the auto-payment date to a future date after the start date has already occurred, a prorated amount will be charged on the new date. After that date, the payments will resume as normal.
Example: A client purchases a membership on July 1, with auto-renewal at the start of each month. A staff member changes the auto-payment date to the 10th. The membership is active from July 1-10, with a prorated charge on July 10. From July 10 to August 10, the full membership fee is charged.
Key tips before you begin
To stop the prorated amount from being charged, you must adjust the payment schedule for the membership.
For information about adjusting the billing date at the point of sale, see Setting a membership start date from the shopping cart.
If you change the billing date of a membership to the last day of a month, the monthly auto-payments will automatically be moved to the last date of the next month. For example, if you change the billing date to February 28th, their next two payments will be billed on March 31 and April 30.
Change a membership’s billing date
To change a membership billing date, follow these steps:
On the Top Nav Bar, click the Search
button, search for a client, and click their name to access their client profile.On the side menu of their client profile, click Account > Passes & Memberships.
Find the membership you want to modify. Use the Search option or apply filters to easily find it.
Click the Action button
for the membership and select Edit Purchase Option.In General Information, under Auto-payments every, select the date and frequency that you want auto-renew payments to be billed to the client.
To allow the membership to remain active for the period before the new auto-payment date, set the prorated amount:
Select the Prorate first payment checkbox.
In the Prorate from field, select the date from which the payment will be prorated.
In the Prorate amount field, the amount for the prorated payment will be automatically calculated and displayed. You can adjust this amount as needed.
Click Save For [Client Name]. The billing date is changed.
To skip the automatic prorated payment:
Under the Action column of the membership, click the Action button
and select Payment Schedule.Find the automatic prorated payment.
Under the Action column, click Skip. The prorated amount won’t be charged.