Align orders to a day of the month
Overview
Section titled “Overview”The “Align to day of month” action allows you to realign all scheduled orders for a subscription to the same day of the month, automatically and in cascade.
This is useful when you want to harmonize a subscriber’s payment dates: for example, grouping all payments on the 1st or 15th of the month.
How to proceed
Section titled “How to proceed”1. Access the subscription detail
Section titled “1. Access the subscription detail”From Subscriptions, click on the subscription to access its detail.
2. Launch the “Postpone a payment” action
Section titled “2. Launch the “Postpone a payment” action”In the actions dropdown menu, select “Postpone a payment”.
3. Choose the “Align to day of month” mode
Section titled “3. Choose the “Align to day of month” mode”In the Mode field, select “Align to day of month”.
4. Set the target day
Section titled “4. Set the target day”Enter the target day (between 1 and 28). The limit of 28 ensures the day exists in every month, including February.
5. Optional: also align shipments
Section titled “5. Optional: also align shipments”Check the “Shift deliveries” option if you want shipping boxes to be shifted proportionally.
6. Confirm
Section titled “6. Confirm”Click “Confirm” to apply the alignment.
How the calculation works
Section titled “How the calculation works”The system aligns each order in creation to the next available target day:
- If the order is before the target day in the same month, it is moved to the target day of the current month.
- If the order is after the target day (or on the same day), it is moved to the target day of the following month.
Example
Section titled “Example”Alignment to the 1st of the month for a subscription with 3 scheduled orders:
| Order | Current date | New date |
|---|---|---|
| 1 | March 24 | April 1 |
| 2 | April 21 | May 1 |
| 3 | May 19 | June 1 |
Orders that are already completed or have another status are not modified.
Difference with “Shift” mode
Section titled “Difference with “Shift” mode”| Shift mode | Align mode | |
|---|---|---|
| Principle | Adds or removes a number of days/weeks/months | Realigns to a fixed day of the month |
| Usage | Postpone a one-time payment | Harmonize all dates |
| Cascade | Optional (all orders or just one) | Automatic on all orders |