Edit an upcoming charge or payment
For a recurring or scheduled contract, these screens adjust what happens next without touching the rest of the schedule: change the next charge (its amount and due date), or change when the next payment is taken.
Where to find it
On a contract, select Edit next charge on the statement, or Schedule payment in the arrears section.
What you see
- The account and contract headers, and the current next charge amount or next payment date.
What you can do
| Control | What it does |
|---|---|
| Next charge amount / due date | Change the amount and date of the next upcoming charge. Rules: Move the next charge. |
| Next payment date | Change when the next payment is collected. Rules: Reschedule the next payment. |
| Save | Applies the change and returns to the contract. Rules: Move the next charge, Reschedule the next payment. |
| Cancel | Returns to the contract without changing anything. |
Things to note
- These are only offered for recurring or scheduled contracts.
- Schedule payment only appears while the contract is in arrears and no collection is already in progress.
- Editing requires the relevant contract permission.
- Moving the next charge date moves every later charge with it; the screen says so before you save.
- The new date must be at least a few minutes in the future, and an imminent date asks for confirmation before it is applied.
- Only the next item is affected — later charges and payments follow the existing schedule. To reshape the whole schedule, use Edit a contract.
Related tasks
- Editing scheduled charges
Updated about 2 hours ago
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