Summary:
The customer would like the alignment date to influence the start date of the billing schedule. This would ensure that recurring contract or subscription billings occur consistently on the same day each month. Furthermore, the system should intelligently adjust the start date when billing falls on the 29th, 30th, or 31st of a month to ensure only one invoice is billed and recognized per month.
Current Behavior:
The system calculates billing based on the specified start and end dates. When an alignment date is entered, it currently only affects the end date.
Expected Behavior:
An additional field or functionality should be available in the alignment date section that allows the start date to be adjusted or aligned automatically as well. This would allow for consistent billing intervals and prevent overlapping or duplicate billing within a single month.
Repro Steps / Navigation Path:
- Go to: Subscription billing > Billing schedules > All billing schedules > New
- Enter the following details:
- Customer name: [Enter Name]
- Billing start date: 3/31/2025
- Number of periods: 12
- The Billing end date will be automatically calculated as 2/28/2026
- Click OK
- Create Billing Schedule Lines
- In the Lines > General section, enter 4/29/2025 as the Alignment Date
- In Billing Schedule line section, go to view billing detail
Observed Outcome:
The system updates only the end date based on the alignment date.
Expected Outcome:
The system should also align the start date, or there should be an option to enable start date alignment.