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            Submit a Change Billing Cycle Request

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Submit a Change Billing Cycle Request

            ​​Your service reps can capture and submit a Change Billing Cycle request through the Change Billing Cycle Omniscript.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To submit a Change Billing Cycle request: Customize Application
            1. On the customer’s Account record page, in Action Launcher, select the action to request a change in the billing cycle.
            2. Select the active credit card that you want to change the billing cycle for.
            3. Review the current billing cycle details, including the billing cycle date and billing cycle period.
            4. Choose new preferences for the billing cycle, such as the preferred due date and statement calculation date.
            5. Review the changes requested for the billing cycle, and submit the request.

            A case is created in Salesforce for the submitted Change Billing Cycle request.

             
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