Edit Billing Plan

Edit Billing Plan#

This section describes how to edit billing plan records.

Accessing the Edit Dialog#

To edit a billing plan:

  1. Navigate to the Billing Plans section

  2. Locate the record in the Billing Plans List table

  3. Click the action button

../../../_images/billing_plans_edit_dialog_opened.jpg

Edit Billing Plan Dialog#

Dialog Fields#

The Edit Billing Plan dialog contains the following fields:

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Edit Billing Plan Dialog Fields#

Available Fields#

  • Plan Name - The name identifier for the billing plan.

  • Amount - The billing amount for each billing cycle.

  • Last Billed Date - The date of the most recent billing.

  • Next Billing Date - The scheduled date for the next billing cycle.

  • Expiration Date - The date when the billing plan expires.

  • Note - Additional notes or comments about the plan.

Recurring Type#

The dropdown allows you to set the billing frequency:

../../../_images/billing_plans_recurring_type_tested.jpg

Recurring Type Dropdown Options#

Recurring Type Options#

  • Monthly - Bill on a monthly cycle.

  • Quarterly - Bill every three months.

  • Semi-Annually - Bill every six months.

  • Annually - Bill once per year.

Saving or Canceling#

After making changes:

  • Click to apply the changes

  • Click to discard changes and close the dialog

../../../_images/billing_plans_dialog_cancelled.jpg

Dialog Cancelled Without Saving#

Note

Changes to billing plans take effect on the next billing cycle. Past billing records are not affected.