If you need to edit the due date on any current Invoices (Invoices that are already generated), you will need to edit the due date on the Invoice. The Invoice due date is what generates the auto-payment. Follow these steps:
1 - Customer Billing Page
Search for an Enrollee or Account Holder by either name or email address in the top search bar. Click on their Billing tab. At the top, Select Manage beside Current Invoices, Paid Invoices, or Future Invoices.
2 - Edit Invoice
In the new window that opens, you will see a list of Invoices. Click on the Edit button on the Invoice you want to edit.
3 - Edit Due Date
Here you can edit the Invoice due date by entering a new date or clicking the calendar icon.
The new due date will show at the top right of the Invoice.
IMPORTANT INFO ON INVOICE DUE DATES
The earliest due date that can be entered is "tomorrow." However, Invoices can be paid whenever.
All created Invoices will show up under "Current Invoices," even if the due date is in the future. To create future Invoices, you will need to edit or add payment events on a Payment Plan. See this article for steps.
We regularly (one or two times a week) run autopay for all dates in the past (1-3 months). If you don’t want autopay to affect an invoice, then you will need to either turn autopay off on that customer's account or set the due date of the invoice in the future.