Changing a Debit Date
RECOMMENDED FAIL-SAFE METHOD: Rather than editing an existing debit for a customer, we recommend that you delete the current debit entirely (see Help Tab re: Deleting a Debit), and create a new debit. Assign a new start date and end date appropriate for your customer’s upcoming debit, and use the new debit date to honor your customer’s request.

ALERT: Editing an existing client may create a duplicate debit because the system is designed to “back-sweep” and pick up any debits that did not transmit within the original date range. This is NOT a glitch. This is how the program works to collect monies for debits added after transmission time on any given date. However, unless you check the Next Debit Date (under the “Current Recurring Debit Information” on your customer’s debit record), you may not notice a past-date being listed there. A solution is to use the “skip months” feature to remove this “extra” debit.