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            Change Billing Cycle Service Process

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            3. Financial Services Cloud Admin Guide

            Change Billing Cycle Service Process

            The Change Billing Cycle service process simplifies card management for your customers, enabling them to change their payment due date or statement calculation date for a future month. Customers can align payments with their financial preferences and make sure that they can make card payments on convenient dates.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • Setup and Configuration of the Change Billing Cycle Service Process
              To give your service reps an easy-to-follow process for adjusting the payment due date or statement calculation date, enable the Change Billing Cycle service process by using Service Process Studio.
            • Submit a Change Billing Cycle Request
              ​​Your service reps can capture and submit a Change Billing Cycle request through the Change Billing Cycle Omniscript.
            • Self Service for Change Billing Cycle Service Process
              Give your customer community users access to the Change Billing Cycle service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Change Billing Cycle through a self-service channel.
             
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