How Do I Change the Date of a Payment Request?

Navigation: Financials > Upcoming Payments

In some circumstances, you may wish to change the date when a payment request is sent out to your contacts - to find out how to do this, follow the steps below:

 Please note - you cannot change the date of an instalment payment once the first payment request has been sent. You can change the date on a monthly recurring payment. You cannot backdate a payment request or change the date of a request once it is ‘Outstanding’.

 Step 1: To change the date of a request that has already been scheduled go to ‘Financials’ > ‘Upcoming payments’. 

Step 2: Tick the box alongside the category/class name you wish to change the request date for and click ‘Next’.

Step 3: You will see a list of all contacts you have requested a payment request to be sent out for. If you wish to only amend one contact’s request date you can manually change the date by clicking in the ‘Request date’ field alongside the contact name, enter the new request date and then click ‘Save and Finish’.

Step 4: If you wish to change the request date en masse, select all names (using the tick box next to the ‘Names’ column) and hover over ‘Actions’ then click ‘Apply payment request date’.

Step 5: Enter the new date you want the requests to be sent out for and click ‘Apply’. You will see the date change behind the pop-up box. Then close the pop-up box.

Step 6: Scroll through your requests and make sure you are happy for these requests to be sent, when you are happy with the requests click ‘Save and Finish’.

Once you have followed these instructions you will have successfully changed the date of your payment requests.