Looking to make some changes or cancel an automatic credit card payment, check out these steps in the Schedulicity dashboard:
- Head to your client's profile and select the vertical dots to the right of the auto-billing cycle you wish to cancel or edit
- Click to "Cancel" or "Edit"
- If cancelling, choose to cancel immediately or cancel at next bill date
- if you're editing, make your necessary changes and click to "continue"
- On this next screen, review your changes and click to confirm those changes or cancel to go back and start over!
To keep in mind with editing: Any changes you make to an active auto-billing cycle will take effect on the next bill date, so no need to worry about them getting double billed in a month!
Also, if you're needing to change the monthly date for the billing cycle, you'll wanna cancel the auto-billing cadence and create a new one with the new bill date.
For a little more info on our Auto-Billing feature or to get things started, check out our article here.