Change the balance due date
Give the customer more time to pay, or bring the payment forward, by moving the date the booking's balance is due.
Move the balance due date when you agree a new payment date with the customer. The date decides when the booking turns Overdue and what the customer is asked to pay by.
Before you start
- Your role needs permission to edit bookings.
- The booking must still owe money and not be cancelled for the pencil to show. The More actions menu item is always there.
Steps
- Open the booking. In the Payment panel, find the Balance line: it reads Due 12 Nov, Due today or Overdue since 2 Nov.
- Press the pencil next to it (Change due date), or use More actions → Change balance due date.
- The window Balance due date shows the date now, for example "Now: 12 Nov 2026 (due 12 Nov)".
- Pick the New due date. It cannot be after the departure date.
- Press Save. The message Due date changed appears.
After you change it
- The Balance line, the Track and the Next step card show the new date.
- The payment state follows the date: a booking moved to a future date stops being Overdue; a booking moved to a date already passed becomes Overdue at once.
- In Bookings, the Payment column and the Overdue filter use the new date.
- The customer's trip page asks them to pay the balance by the new date. The customer is not sent a message; send a payment reminder if you want to tell them (Send a payment link or a reminder).
- The change is written in the Timeline.
Tip
New bookings get their due date from Settings → Preferences → Balance due before departure (14 days before departure unless you changed it, and never before today). You can also set it while you create the booking.
Related articles
- Deposits, balances and due datesHow the deposit is suggested, how the balance and its due date are set, and how a booking moves between Unpaid, Deposit paid, Partly paid, Fully paid and Overdue.
- The booking pageEverything about one booking in one place: what to do next, travellers, rooms, documents, payments, invoices, messages and its history.
- Record a paymentAdd a payment the customer made in cash, by card machine or by bank transfer, and send them the receipt.