---
title: "How to Change a Customer's Bill Cycle"
slug: "how-to-change-a-customer-s-bill-cycle-1"
updated: 2026-08-10T20:16:38Z
published: 2026-08-10T20:16:38Z
canonical: "help.idibilling.com/how-to-change-a-customer-s-bill-cycle-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Change a Customer's Bill Cycle

> [!NOTE]
> Note
> 
> If you need to change the bill cycle for a corporate account, see [Considerations for Changing the Bill Cycle on a Corporate Account](/v1/docs/considerations-for-changing-the-bill-cycle-on-a-corporate-account) BEFORE using this procedure.

To change a customer's bill cycle:

1. From the Customer window **Summary** tab, click the **Bill Cycle** link in the top right area of the window.

![BillingCycle](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43299.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A40Z&se=2026-11-14T11%3A43%3A40Z&sr=c&sp=r&sig=IRBFvQJcSvNnowsXzOKiMFgtFNDq6%2FpWLzFiSu5jZAE%3D)

This displays the Change Bill Cycle window. The Origination Bill Cycle Information area indicates the current bill cycle and provides a drop-down menu for selecting the origination bill period. This menu contains the current (unbilled) bill period and all future bill periods which have been created. If the customer has never billed, bill periods with an end date greater than today's date will be listed. Each bill period is marked as **Recommended** or **Override Required**.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/38848.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A40Z&se=2026-11-14T11%3A43%3A40Z&sr=c&sp=r&sig=IRBFvQJcSvNnowsXzOKiMFgtFNDq6%2FpWLzFiSu5jZAE%3D)
2. Select the **Recommended** origination bill period. Periods marked as **Override Required** require Manager Override.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/38849.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A40Z&se=2026-11-14T11%3A43%3A40Z&sr=c&sp=r&sig=IRBFvQJcSvNnowsXzOKiMFgtFNDq6%2FpWLzFiSu5jZAE%3D)
3. Select the Destination Bill Cycle. This populates the Destination Bill Period drop-down menu with the bill periods that have been created for the selected bill cycle.
4. Select the **Recommended** Destination bill period. Periods marked as **Override Required** require Manager Override.
5. Click **Save** to submit the bill cycle change request.

**Notes**:
  - The Save button is only enabled if the selected origination and destination bill periods are valid with regard to date.
  - When you submit a bill cycle change request, the Bill Cycle indication on the Customer window header is immediately updated to show the new bill cycle. Therefore, this indicator will be incorrect until the destination bill period occurs and the new bill cycle goes into effect.
  - If you make a mistake and select the wrong bill cycle you'll need to submit a clerk request to change the bill cycle again.