Billing Cycle Day: Align with First Billing Start Date

When creating a new Customer, a Billing Cycle Day is selected. The date selected here has an impact on existing and new Subscriptions. There are two options for the Billing Cycle Day drop-down menu: 

• Align with First Billing Start Date - When selected, the Billing Cycle Day will match the Billing Cycle Day of the first activated Subscription Contract for the customer. This information is retrieved from the first Subscription Contract. This same date will also be applied to all Subscriptions created in the future. A user can also edit an existing Customer and select Align with First Billing Start Date at any time which updates the Billing Cycle Date with the next activated contract for the customer.
  • Note: This option changes the Billing Cycle Date.
• Specific day of the month - When selected, the Billing Start Day for all Subscription Contracts for this Customer will default to the selected day of the month.

Align all Billing Periods to start on First Billing Start Date Checkbox

Preconditions: 

• This option is available when editing an existing Customer. 
• Only charges with Billing Start Alignment set to the Customer's Billing Cycle Day are affected. 
• This option does not apply to Expired or Cancelled Subscription Contracts. 

When checked, and a specific day of the month is selected, this setting causes all Subscriptions to retroactively align with the First Billing Start Date as well as: 

• Change is reflected from the beginning of the Contract
• Updates all Active & Renewed Contracts
• Prorates all existing Charges

When the following two conditions are selected: 

• Customer selects an actual Billing Cycle Date (3rd day of the month as shown below). 
• They also select Align All Billing Periods (as indicated by the arrow below).

Result: Billing (charge ready) dates will adjust to the updated Billing Cycle Date at the customer level.  This only applies to charges where the billing alignment is set to customer’s Billing Cycle Date.