1. Go to the Client Tab in the Home Dashboard
  2. Search the client name and select the client
  3. Go to the Payments Tab
  4. Go to the Payments Table and select the Memberships Tab
  5. Select the 'eye' icon to view the transaction
  6. In the “Payment Schedule” edit the first payment line which includes the set-up admin and change the date to the new required first payment date and select 'Update Payment' button
  7. To all existing transactions in the payment schedule that need to be removed, click the “x” icon to remove the payments which will cancel them from being automatically processed
Have more questions? Submit a request