If you've forgotten to pause a clients plan and need to make sure the client's plan is paused the remaining number of days left of the pause and they maintain the same billing date they would have had if the plan was paused on time, follow these steps.
In our example we have a plan that needed to be paused for 10 days but, we remember to pause the plan on the fourth day. We know the original pause was supposed to be for ten days, but we’ve got only six days left after our little hiccup. We will adjust the next billing date by four day, then put the pause in place for the remaining six.
✋ You must adjust the billing date first then, pause to avoid the pause lifting
Adjust the Billing Dates
Navigate to the client's profile
Select the Overview Tab
Scroll down to the plan
Select the three dots on the top right of the plan tile
Choose Edit Payment Date
Adjust the next payment date forward the number days the plan should have been paused (in our example this would be four)
Select Save
Put the Pause in Place
While under the Overview Tab, select the three dots on the top right corner of the plan tile
Choose Pause Plan
Pause the plan the remaining number of days left of the pause (in our example this would be six)
Save