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The options reviewed in this article for editing a recurring payment are as follows:

...

  1. Go to Locations
  2. Select your location
  3. Select Contacts
  4. Search for the contact through the search fields
  5. Select the contact that you need to edit
  6. Click on the organe orange Actions button under Recurring Billings
  7. Click on Edit
  8. Click on the blue Place on Hold button

...

  1. Go to Locations
  2. Select your location
  3. Select Contacts
  4. Search for the contact through the search fields
  5. Select the contact that you need to edit
  6. Click on the organe orange Actions button under Recurring Billings
  7. Click on Edit
  8. Click on the blue Activate button

...

  1. Go to Locations
  2. Select your location
  3. Select Contacts
  4. Search for the contact through the search fields
  5. Select the contact that you need to edit
  6. Click on the organe orange Actions button under Recurring Billings
  7. Click on Edit
  8. Click on the blue Skip Payment



skip a payment - recurring.png


  • You can choose to skip a payment. This will allow you to select how many payments you would like to skip. If you have a recurring schedule set to run 1 every week on Friday and you put number of payments to skip 3, then it will not run for 3 Fridays and on the 4th Friday it will run again. 
  • The system does not add this payment on anywhere, by skipping a payment you are telling the system that you are collecting that payment in another form.

...

  1. Go to Locations
  2. Select your location
  3. Select Contacts
  4. Search for the contact through the search fields
  5. Select the contact that you need to edit
  6. Click on the organe orange Actions button under Recurring Billings
  7. Click on Edit
  8. Click on the Next Run Date line and use the Calendar to select the date

...

  1. Go to Locations
  2. Select your location
  3. Select Contacts
  4. Search for the contact through the search fields
  5. Select the contact that you need to edit
  6. Click on the organe orange Actions button under Recurring Billings
  7. Click on Edit
  8. Click on the Next Run Date line and use the Calendar to select the date


end date - recurring.png

  • You can add an End Date to an ongoing recurring schedule. If you add an end date that is prior to the next run date, then the next run date will not run. 
  • Example - You have a recurring set to run 1 every month on the 23. You add an end date of 10/21/16. The last time that recurring will run will be 09/23/16. If you select to have it end on 10/23/16 then it will run on 10/23/16 because the recurring was set to run on the 23rd of every month.