Follow the steps outlined below to adjust your guests ongoing reservation and recurring charges to post on a preferred date instead of the guests' arrival date.
Editing the Initial Charge
Before you adjust the recurring charge, you will want to adjust the initial monthly charge that has already been posted to the guest's account.
1. Click the options menu on the initial monthly charge, select edit.
2. Adjust the charge description. In this example, we want the guests recurring charges to renew on the 1st of the month, the description will be adjusted from "5/16/23 - 6/16/23" to "5/16/23 - 6/01/23" as shown below.
3. Calculate the pro-rated monthly amount for the initial charge, enter the amount in the price section. In this example we are pro-rating the monthly rate to bill the guest from 5/16/23 - 6/01/23.
4. If needed, adjust the payment due date.
5. Save Changes.
Editing the Recurring Charge
Now that the initial charge has been adjusted to the preferred date, you can adjust the recurring charge to follow.
1. On the guests recurring charge, select edit from the options menu.
2. Adjust the "Create First Charge On" to the preferred date. Again, in this example our preferred date is the 1st of the month.
3. Adjust the "Current Cycle" from 1 to 0.
All recurring charges going forward will now be posted on the preferred date entered.
