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A customer can request to have their due date changed. There are three possibilities to achieve this, they are outlined next, each with their pros/cons.
Before we start it is good to state that the due date is calculated of the invoice date. Hence if a customer wants to have their due date changed, the action should be to change the invoice date.
Scenario: Customers invoice is due 10th of the month and requests to have the invoice due on the 15th of the month.
Fig 1: Invoice date on the 1st
Fig 2: Due date on the 10th
Approach:
What is the customers invoice and due date at the moment? Calculate how many days need to be added to adjust the due date to what the customer wants. Use the calculated days to adjust the invoice date.
Customer is invoiced 1st of the month (fig 1) and has due date 10th of the month (fig 2)
To change the due date to the 15th, the invoice date has to be changed to the 6th
Steps: Invoice date change from 1st to 6th
Due date adjusts automatically from 10th to 15th
There are 3 methods to change customers invoice date.
Method 1: Create a custom invoice and include in Recursive Billing
Change the Invoice Date
Include Invoice in Recursive Billing > on
Change Prorated Invoice To date
Add only the monthly recurring subscription to calculate the charge (installment charges should not be added to avoid these prorating)
Fig 3: Custom Prorated Invoice: Create
Note: The invoice which will go out on the 6th will have the adjusted due date of the 15th.
Note: the Prorated Invoice is generated with the old due date; 10th.
Fig 4: Custom Prorated Invoice: Confirm Calculation
Fig 5: Custom Prorated Invoice: Invoice pdf (old due date)
Fig 6: Next Invoice date on the 6th
Fig 7: New Due date on the 15th
Pros and cons Method 1 - Create a custom invoice and include in Recursive Billing
Pros
One action, create custom prorated invoice.
Cons
custom prorated invoice will still have the old due date.
there can be situations where there is no need to create a custom invoice.
Screen Recording 2026-06-26 at 13.43.34.movMethod 2: Change Credit days
Select Modify on the Customer Account and go to tab Banking Details
Find the section to calculate Credit to date. Enter the date for the new invoice Fig.8.
Press the button 'Calculate Credit Days' Fig.8.
Use the Update Customer button to save the changes
Verify the Next Invoice Details on the customer page Fig.9.
Fig 8: Add Credit Days
Fig 9: Credit Days added to Next Invoice Details
Note: After adding credit days to change the next invoice date (and with that the due date), a custom invoice to cover the period between the invoice date changes can be created if needed. This custom invoice should not be included in the recursive billing, unlike at method 1.
Pros and cons Method 2 - Change Credit Days.
Pros
handy when there is no need to create a custom invoice to cover the period between invoice date change.
Cons
two action, add credit days and create custom prorated invoice
custom prorated invoice will still have the old due date
Add Credit Days.movMethod 3: Change Start Date
The Start Date is changed on the top right corner of the customer details page.
Under the section General click the modify link Fig.10.
On the General tab scroll down to find the section titled Customer Date Details to change the date Fig.11.
Use the button Update Customer to save the changes.
Fig 10: General section > modify link
Fig 11: Modify the Start Date
Back on the customer account under General section the Start Date is updated to reflect 6th of the month Fig.12.
Fig 12: Historic Start Date is lost
Scroll down to Customer Billing Details section where we see she start date change has triggered the invoice date to changed to the 6th. However as we manipulated the start date, the title has also changed to First Invoice Details Fig.13 as opposed to Next Invoice Details Fig.14.
Fig 13: First Invoice Details
Fig 14: Next Invoice Details
Note: After changing the start date to update the invoice date of the next invoice and with that the due date), a custom invoice to cover the period between the invoice date changes can be created if needed. This custom invoice should not be included in the recursive billing, unlike at method 1.
Pros and cons Method 3 - Change Start Date
Pros
handy when there is no need to create a custom invoice to cover the period between invoice date change.
Cons
the actual start Date of the customer is overwritten.
two action, change Start Date and create custom prorated invoice.
Invoice Details reflect First invoice which is not true for a customer who has been invoiced already.
custom prorated invoice will still have the old due date
Change Start Date.movPublished Date: June 26, 2026
Compiled By: AS
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