Bulk shift payment dates

Overview

The “Shift payment dates” action allows you to modify the next payment date of multiple orders in creation in a single operation. This is particularly useful before a closure period (holidays, public holidays) to prevent payments from being processed during your absence.

How to proceed

1. Filter orders

From Sales > Orders, use the filters to target the relevant orders:

• Status: select “In creation” to display only scheduled orders
• Next payment after: set the start date of the period to shift
• Next payment before: set the end date of the period to shift

2. Select orders

Check the orders you want to shift. You can use the “select all” checkbox to select all orders on the page.

3. Launch the action

In the actions dropdown menu, select “Shift payment dates”.

4. Choose the shift

A dropdown offers the following options:

• -3 days, -2 days, -1 day: advance the payment date
• +1 day, +2 days, +3 days: postpone the payment date

5. Confirm

Click “Confirm” to apply the shift.

Safety measures

• Only orders in creation are affected. Completed or failed orders are skipped.
• Past dates are blocked: if the shift would move the payment date into the past, the order is automatically skipped.
• Summary message: after execution, a message tells you how many orders were shifted and how many were skipped.

Example

You are on holiday from March 15 to 18. Several subscribers have a payment scheduled for March 16.

1. Filter orders with “next payment after” = March 15 and “next payment before” = March 18, status = “In creation”
2. Select all orders
3. Launch “Shift payment dates” with +3 days
4. Payments scheduled for March 16 move to March 19

Difference with “Postpone a payment”

The “Postpone a payment” action on a subscription detail allows you to postpone payments for an individual subscription with more options (weeks, months, cascade to shipments). The “Bulk shift payment dates” action is designed for quick adjustments of a few days across a large number of orders.