Here's an interactive tutorial
23 STEPS
1. This article covers editing recurring billings (hold, skip, and change run dates).
2. Start by either opening Recurring Billings in the left-hand menu.
3. Or search by Contacts.
4. For more information on searching for a Contact see the article Search for a Contact in our knowledge base.
5. Click to open the Contact details.
6. Scroll down to the Recurring Billings section.
7. Click the ellipsis to view the Actions menu.
8. From here you can Edit, View, or Delete the recurring billing.
9. For this example we will click Edit.
10. In the recurring billing details view, you will see all the actions available for that billing.
11. Placing a Hold
To put a recurring billing on hold, click the Place a Hold button.
12. Click Ok to confirm.
13. Activating a Recurring Billing That's On Hold
Click the Activate button to re-activate the recurring billing.
14. Click Ok to confirm.
15. Skipping or Deferring Payments
To skip payments, enter the number of payments to be skipped.
16. Note that for a recurring billing with a set number of installments, this will result in less total money being collected.
17. Click Skip Payment to confirm.
18. To postpone a payment for a recurring billing with a set number of installments, use the Defer Payment option.
19. Changing the Run (Due) Date
To change the Run Date of a payment click the Next Run Date field.
20. Use the Calendar or type in the new Run Date.
21. Deleting a Recurring Billing
Click Delete.
22. Click Ok to confirm.
That's it!