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End billing at a specific requested date

A customer's billing will run continuously (ongoing with no end) or end automatically as specified. Either way, you can still stop the billing on a newly requested date. Doing so means future billing will continue to be processed until the specified date.

1. Go to the specific customer's page.

How to access the customer's page

1. Select the Customers module from the top navigation bar.
2. Enter the desired customer's name in the Search Customer field.
   Alternatively, select Name to reveal a dropdown list of other search options. You can also search for a customer by his or her Ezypay No. or Reference No.
3. Press Enter.
4. If there is only one customer matching your search criteria, then you will be directed directly to the customer's page.
   If there are more than one customers matching your search criteria, then you will see a list of names. Select the desired name.

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2. In the customer's page, select Change Billing Instruction.
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3. In the pop-up window, select the End option of After <a specified date>.
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4. Select the date field to reveal the date picker and then select the required date.
5. In the Notes field, enter the reason for the change.

6. Once all the required fields (*) are entered, the orange Save Changes button will be activated. If it doesn't, select anywhere on the pop-up window to activate it.
   Select Save Changes to save the new end billing date.

The customer's page will now indicate the new end date.

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