Updating Post Dates

Occasionally, a consumer may establish a payment or recurring plan, and the agency will need to modify some or all of the upcoming payments in the plan.  

Follow the steps below to update a payment or payment plan:

1. Click Payments on the top navigation toolbar.
2. Select the date range that contains the payment.
3. Click the Post Dates Scheduled tab as shown below.
4. Locate the consumer's Account Number/Reference Number from the grid.
5. Click the link in the View column to access the post-dated payments. 

6. Locate the payment/payments that need to be updated under Initial Payments Created

7. Under the ID column, click on edit next to the payment that needs to be updated.

             ID        Source           Scheduled  Amount

8. Adjust the field(s) that need to be updated for the payment (e.g., date, amount). 

9. Click the Update button to update the payment accordingly.

This process is limited to those with payment admin permissions.

For questions about updating post dates, please email support@concepts2code.com.