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Skipping Payments

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Skipping Payments April 07, 2023 0.3

This article was developed to describe the steps involved in skipping (and not deleting) a payment. This article includes the following topics:

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. From the Enrollment Details page of the contact you are editing, click Adjust Payments. 
    Enrollment_Details_to_Adjust_Payments_Apr2023.png
    The Adjust Payments page opens and the first tab should be open.
  2. In the top section, select the Process Date checkbox and select the new date you want to begin having the payments processed.
    Adjust_Payments_-_ACH_Debits_Deposit_Section_Apr2023.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 along with the debit transactions.
  3. Scroll down to the lower part of the page. Since we are pushing the entire payment schedule forward, click Select All.

    This adjusts the payment date based on the date you've chosen for every future scheduled payment ahead.
    Adjust_Payments_-_ACH_Debits_Deposit_2nd_Section_Apr2023.png

  4. 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 appear.
    Reviewing_Adjusted_Schedule_Apr2023.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.

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