Change a member's payment day

On a product that only takes payments on certain days of the month, you can move a member to another of its days.

Before you start

Role Permissions

• Manage finance configurations: needed to edit a membership.

Change the day

1. Go to Finance > Membership Products.
2. Click the three dots on the product's row, then click Members.
3. Click the three dots on the member's row, then click Edit.
4. Choose the new day in the Payment day list.
5. Click Save.

The list offers the product's days, plus the member's current day if it was since removed. Once they move off it, it isn't offered again. A member with no day yet shows "Not set yet". Fortnightly memberships have no list.

What moves

• Payments still to come: move onto the new day, never earlier than they were due. Payments taken, overdue or due today stay put. The last payment can then fall after the membership ends.
• An open renewal: moves too, unless it is already collecting. Then change the day on the renewal itself.
• A bulk run membership's due date: moves with its first payment, unless it has passed, so reminders count from the new day. If the run raised a Xero invoice, the Saved dialog says "The first payment is now due [date]. Change the due date on Xero invoice [number] to match: infoodle does not change invoices already in Xero."

When the save is refused

Nothing is saved, not even your other edits, when you see:

• "The [amount] payment due [date] is still being processed. Change the payment day once it has gone through. Nothing was changed". A GoCardless Direct Debit instead "is still being collected by GoCardless, which usually takes 3 to 5 working days".
• "The renewal starting [date] is having its payments set up right now. Once that is done, change the payment day on the renewal itself (record [number]). Nothing was changed"