Customers will sometimes request a change to their payment plan or subscription dates to better align with their pay cycles, and to better manage their cashflow. Till now, this change required you to contact Paythen support to assist. Now you can quickly change a customer’s plan dates via the Paythen dashboard.
For customers with overdue payments, you can choose how to handle these – by either continuing retries or moving those payments to the end of the customer’s payment plan.
To change a customer’s dates, just open their customer page when you’re logged in and you’ll see a new “Change plan billing dates” icon in the admin controls for relevant customers. You can also access this via the “more” menu next to each customer on the customers listing page.
For customers that are in progress, you’ll choose the next billing date and see a preview of future dates based on this change.
If a customer has an overdue payment, you’ll be asked to choose how you want to handle this:
Once you confirm, the customer’s future plan dates and payment schedule will update to reflect this change immediately. No automated email is sent to the customer. This functionality is currently available for customers on a subscription or a standard payment plan. Support for customers on date-based payment plans is coming soon.
