We’ve added the ability for users to directly change the billing date of recurring billings tied to recurring service agreements, giving dealers more flexibility and control over their billing schedules. Previously, updating a recurring billing date required submitting a request to P3 because of the complexity involved in maintaining proper alignment between the billing date and the service agreement renewal period. This often created delays and additional manual work. With this enhancement, the system now automatically adjusts the related Service Agreement dates whenever the billing date is changed, preventing gaps or inconsistencies between renewals and billing cycles while allowing users to safely manage these updates on their own.

Edit Recurring Billing Date:

1. From Left Panel, click on Reports

2. Under Recurring Billing section, Click on Upcoming Recurring Invoices

3. Load the Report and Click Edit button for the desired Recurring Billing

4. Select New Billing Date

5. Save

Screenshots

Edit Recurring Billing Date