Changing a Billing Date

You can adjust a client's paid-until date to extend or shorten their current billing period. If the client has an active subscription, Apotheo can automatically calculate proration.

How to Change the Billing Date

1. Navigate to Clients and open the client's profile
2. Click the Billing tab
3. Find the Paid Until field and click Edit

Setting the Date

Use the date picker to select the new paid-until date. The date must be in the future.

Proration

If the client has an active subscription, a Prorate toggle appears:

Proration Disabled

The paid-until date is updated but no charge or credit is applied. The next subscription payment will occur on the normal schedule.

Proration Enabled

When you turn on proration, you'll choose when to apply it:

• Now — the prorated charge or credit is applied immediately
• Next invoice — the prorated amount is added to or deducted from the client's next invoice

The dialog shows the calculated proration amount:

• If you're extending the period, the client will be charged for the additional days
• If you're shortening the period, the client will receive a credit for the unused days

Example

A client is on a $100/month subscription billed on the 1st. You change their paid-until date from March 1 to March 15 with proration enabled:

• The client receives a credit for 14 unused days
• The credit is applied either now or on their next invoice, depending on your selection

Tips

• Use this feature when clients need a billing date adjustment (e.g. aligning with their pay schedule)
• Proration ensures fairness when changing dates mid-cycle
• Check the calculated amount in the dialog before saving to avoid surprises

Updated on: 04/03/2026