Introduction

Adjusting due dates ensures flexibility for customers and aligns payments with their financial circumstances.

 

Step 1 – Accessing Account Setup

Start by selecting the customer’s account.

 

Step 2 – Navigating to Setup Tools

Go to “Account Setups” and select “Setup Tools” from the dropdown.

 

Step 3 – Accessing Change Due Date

Click on the three bars on the left side to reveal the menu.

Select “Change Due Date” from the dropdown.

 

Step 4 – Adding a Due Date Change

Click “Add” on the left side to initiate the due date change.

 

Step 5 – Selecting Current Due Date

In the due date change section, choose the current due date.

 

Step 6 – Choosing New Due Date

In the new due date section, select the date the customer wants the bill to be due.

 

Step 7 – Charge Fee

Ensure “Charge Fee” is set to “NO” to avoid any additional charges for the due date change.

 

Step 8 – Saving Changes

Click “Save” to apply the new due date.

 

Important Note

Due dates should align with the customer’s frequency request or salary date. 

The new due date should match the payment frequency cycle or any customer-requested cycle change.