Use a Bulk Schedule Shift to move a student's whole remaining schedule onto a new anchor day or frequency at once.
Who: School admins with Payments access · Where: Payments › Contracts › Create Schedule Change
When to use this vs. Date Change
Use Date Change to nudge one or two specific payments. Use Bulk Schedule Shift when you want every remaining payment re-anchored — e.g. moving the whole plan to the 1st of each month, or onto the student's payday.
Heads up
Periods that already have a payment applied are locked and won't move. Choosing "All remaining payment periods" includes past-due items — fine in most cases, but riskier if some are very old. The "Only periods not yet past due" option is the recommended default.
Steps
1. Open the contract and start a schedule change. Go to Payments › Contracts, open the student's contract, then in Quick Actions click Create Schedule Change.
2. Choose "Bulk Schedule Shift." On Step 01 · Choose change type, select Bulk Schedule Shift.
3. Set the four options:
Which payment periods should this shift cover? — All remaining payment periods · Only periods not yet past due (recommended) · Periods due after a specific date
New schedule frequency — Monthly, Biweekly, or Weekly (faster cadences are disabled when they would back-date later payments)
When does the new schedule take effect? — pick the effective date
Day of the month — any day 1–31; short months (Feb, Apr, Jun, Sep, Nov) auto-clamp to the last valid day
4. Check the live preview. The table shows each period's current date vs. its new date so you can sanity-check before committing.
5. Review & confirm, then submit. Click Next, review the summary, tick the confirmation box, then click Submit request.
6. Done. Every eligible payment is re-anchored to the new cadence and day. The change is logged in the contract's audit trail and the student is notified after it takes effect.
Need something narrower?
To move just one or two payments, use Date Change. To push payments to the end
of the schedule (lengthening the plan) rather than re-anchoring, use Extension.
Need a printable version with screenshots? Download the PDF Guide