How-to-Change a Payment date

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

If a payment date needs to be changed e.g. if a payment was made late or the payment date was uncertain (for example commitment fees auto debited by the bank) the payment date needs to be postponed. This can be done on one single transaction or on multiple transactions if the new payment date is the same for all transactions. 

  1. Open Modify transaction view
  2. Search for the deal/deals that needs to be changed
  3. Select the transaction that needs to be updated
  4. Click on Icon modify payment date
  5. Enter the new payment date and click OK

Note, the deal can be in status Confirmed but when the date is update the deals status changes to Modify and needs to be confirmed again. If there is an internal mirror deal the mirrors payment date and status will also be changed to modify. If the transaction is locked (accounting and/or payment has been approved), the transaction must be unlocked first.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article