> For the complete documentation index, see [llms.txt](https://docs.loopit.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.loopit.co/bookings/lifecycle-of-a-booking/editing-a-booking/edit-fortnightly-billing-date.md).

# Edit Fortnightly Billing Date

Loopit allows limited editing of the **fortnightly billing date** for active bookings. This feature helps align customer billing preferences while maintaining billing integrity. However, the ability to edit this date depends on the **booking status** and **type of change** being made.

* For **active bookings**, the billing date can be updated if it's the **only change** being made.
* If the booking changes includes an **asset swap**, the billing date becomes **locked** and remains **unchanged**. Billing day changes are **not allowed** in the same edit.
* For **requested or confirmed bookings**, the billing and effective dates are **locked** to the asset handover date and **cannot be edited**.

Below are the scenarios when editing the fortnightly billing date. Each scenario outlines what changes are allowed based on the **booking status** (e.g. Active, Requested, or Confirmed) and whether additional actions—like asset swaps or pricing updates—are involved.

In which Status is the Bookings you looking to edit the Fortnightly Billing Date for?

1. [Active Booking](#active-booking)
2. [Requested or Confirmed Booking](/bookings/lifecycle-of-a-booking/editing-a-booking/edit-fortnightly-billing-date.md#requested-or-confirmed-booking)

## The booking is active  <a href="#active-booking" id="active-booking"></a>

### Scenario 1: Booking is Active — Only Fortnightly Billing Date is Updated

You can update the fortnightly billing date as a standalone change.

#### System behavior:

* Billing date will update as selected.
* Effective Date is automatically **aligned** with the new billing date.
* You **cannot manually set** the Effective Date.

#### Example:

* **Before**:
  * Billing frequency: Fortnightly
  * Next invoice: July 17th
  * Booking status: Active
* **Change made**:
  * Billing date updated to July 20th
* **System sets**:
  * Effective Date = July 20th
  * No other fields affected

<figure><img src="/files/oIj51WXQWlfeR3xigfac" alt=""><figcaption></figcaption></figure>

### Scenario 2: Booking is Active — Asset Swap + Billing Date Change in One Edit

You **cannot** change the billing date at the same time as doing an asset swap.

#### System behavior:

* The **fortnightly billing date remains unchanged** and is **locked**.
* The **Effective Date** is automatically aligned with the **asset swap (pickup) date**.
* Fortnightly billing date **cannot** be edited.

#### Example:

* **Before**:
  * Billing frequency: Fortnightly
  * Next invoice: July 17th
  * Booking status: Active
* **Change made**:
  * Asset swapped
  * New asset pickup date: July 24th
* **System sets**:
  * Effective Date = July 24th
  * Billing date = July 17th (locked and remains unchanged)

<figure><img src="/files/1u4KC3s32YtAZFRfhlg7" alt=""><figcaption></figcaption></figure>

### Scenario 3: Booking is Active — Other Changes (e.g. Base Fee)

You can make other edits (like pricing or add-ons), but the **fortnightly billing date will not change**.

#### System behavior:

* Billing date remains the same.
* A **credit note** may be issued for unused days.
* A **pro-rata invoice** may be raised between old and new terms.

#### Example:

* **Before**:
  * Billing frequency: Fortnightly
  * Billing date: July 17th
  * Base fee: $299
* **Change made**:
  * Base fee updated to $305
  * Effective Date set to July 20th
* **System behavior**:
  * Billing date = still July 17th
  * Pro-rata charge from July 17–20th
  * Full new invoice starts from July 20th

<figure><img src="/files/GSPlkfLx601xX1zCdP5D" alt=""><figcaption></figcaption></figure>

## The booking is Requested or Confirmed <a href="#requested-or-confirmed-booking" id="requested-or-confirmed-booking"></a>

### Scenario 4: Booking is Requested or Confirmed — Billing Date Change Not Allowed

You **cannot change** the fortnightly billing date or effective date while booking is in requested or confirmed state.

#### System behavior:

* Billing date and effective date are **locked to the asset handover date**.
* Billing date and effective date inputs are disabled in the edit sidebar.

#### Example:

* **Before**:
  * Booking status: Confirmed
  * Handover date: July 8th
  * Billing date: July 8th
* **Attempted change**:
  * Update handover date to July 11th
* **System response**:
  * Billing date and effective date inputs are disabled
  * Billing date and Effective Date = July 11th

<figure><img src="/files/9OOhfUa5T7vOz1xUC1kw" alt=""><figcaption></figcaption></figure>
