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When should I change a Client's plan?

When and how to change a client's billing plan

Written by Gnomes

Sometimes you want to change a client's billing plan (if a food truck wants to decrease expenses at the end of the summer, for example) and you certainly can. You can do so by editing the Client's settings.

Make the change before next month's bill generates, which is at least 8 days before your billing date. You can find your billing date in Kitchen Settings. 

For example:

Dan's Food Truck is ending operations for the summer. They want to be on their high-use plan through September, but Oct 1, they want to move to an hourly plan.

Switch their 'Next Month's Billing Plan' to Hourly before their October bill generates. For a kitchen billing on the 5th, that's by September 27.

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