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reasons:change_frequency
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reasons:change_frequency [2025/09/16 18:15] 216.73.216.115 old revision restored (2025/05/22 16:14) |
reasons:change_frequency [2025/09/16 18:38] (current) 216.73.216.115 old revision restored (2025/07/04 10:05) |
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| Sometimes a customer will want to change their monthly subscription to ship out on a different interval than every 30 days; for example, every 60 or 90 days. | Sometimes a customer will want to change their monthly subscription to ship out on a different interval than every 30 days; for example, every 60 or 90 days. | ||
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| + | 1. Click on the **Continuity** tab from the customer record in the CRM. Click on the **Purchase** name to open the details. | ||
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| + | 2. Set the **Next Bill Date** field to the appropriate number of days in the future and click **Update Purchase**. | ||
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| + | 3. Set the **Billing Interval Days** field to the appropriate number of days between shipments and click **Update Purchase**. | ||
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reasons/change_frequency.txt ยท Last modified: 2025/09/16 18:38 by 216.73.216.115
