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How to Skip Payments

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX How to Skip Payments February 27, 2026 0.7

 

This article describes the steps to skip (NOT DELETE) a payment. This article is broken down into the following sections:

Adjusting Payments

The proper way to skip a payment is to adjust your payment schedule, and not to delete the next payment.

WARNING
Deleting a payment would cut the payment schedule short and cause you to not collect fully on on fees, savings (if applicable) or both.
  1. Log in to the FORTH CRM.
  2. Click the Enrollments tab and select the contact you wish to skip a payment for. This will take you to their Enrollment Details page.
  3. From the Enrollment Details page , click Adjust Payments. 
    Enrollments Tab to Enrollment Details to Adjust Payment Feb2026.png
    The Adjust Payments page opens, and the first tab should be open.

  4. In the top section, select the Process Date checkbox and select the new date you want to begin having the payments processed.
    Enrollment Details to Adjust Payments Page Feb2026.png

    IMPORTANT
If you are processing using ForthPay, select the "Adjust Credit Dates as Well" checkbox to ensure the corresponding ACH Credit / Fee transactions are adjusted with the debit transactions.
  5. Scroll down the page to the ACH Debits / Deposits section, and choose the particular debits/deposits to change using the checkboxes next to each row. 
  6. To push the entire payment schedule forward, click Select All.

    This adjusts the payment date based on your chosen date for every future scheduled payment ahead.
    ACH Debits and Deposits Table View Feb2026.png 
  7. Click Save Changes on the navigation bar and return to the enrollment details screen.

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Reviewing the Adjusted Schedule

Click Transactions from the Enrollment Details page of the contact you are editing. Information like that shown below should then be displayed.
Reviewing Adjusted Schedule Feb2026.png

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Article Version History: 

Version Effective Date Description
Basic 12/26/2016 Initial Release
0.1 04/26/2021 Minor Updates
0.2 12/19/2022 Added Version Control Header and Footer; Formatting tweaks to all screenshots for improved readability.
0.3 01/03/2023 Subject Matter Review completed - no changes needed.
0.4 04/07/2023 Removed hidden reference to the past company name; refreshed all screenshots to reflect the current user interface; corrected the Initial Release information in the article version history table.
0.5 04/09/2024 Refreshed several screenshots to improve readability and provide up-to-date examples.
0.6 04/04/2025 Updated the second screenshot to reflect an update to the interface, and refreshed other screenshots for improved readability. Made minor grammatical updates.
0.7 02/27/2026 Refreshed all screenshots and accompanying language to reflect changes and options made to the user interface since the last update; Updated the title to improve searchability.
     

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