Introduction
This article is a use case. By use of it, you will learn how to change due dates of Membership fees associated with Monthly Recurring Payment Plans.
Usually, the default due date for most of the contracts is 1st day of each month. However, if you would like your members to be reminded earlier about the payment, you can move the due date backwards, so e.g. they will receive automation center notification earlier and prepare funds for the recurring payment.
Before you start
Read this article to understand what the Due Date Scheme is and how it works.
Instruction
1. Go to the PGM -> Settings - > Dictionaries
2. Click on the arrow icon and select Due Date Scheme from the menu.
3. Click on the Add button.
4. Fill in the KEY filed with the description and the VALUE field with the actual scheme.
The scheme we are discussing here relates to the Membership fee. According to the above mentioned article, letter D relates to the Membership fee.
The default value is D0 (zero). If you want to move the due date back by one day, you would simply enter D-1.
The entire code will look like this: J0;S0;D-1;1_J0
5. Apply the new Due Date Scheme on the Payment plan configuration page
As you can see, the payments' schedule has now been moved one day backwards.
If you want to move the date by 2 days, then your scheme will look like this: J0;S0;D-2;1_J0 and the schedule of payments is also adjusted accordingly: