Close date: Samson

Use these steps to change a Close Date in Samson. Prior to changing the Close Date, refer to Bill cycles to choose the correct date.

1. From the upper right corner of the BAN window, double-click Close field. 
2. Select the down arrow in New Code field.
3. Select appropriate Close Day > OK. Use the scroll button on the right of the pop-up window to view all cycle dates.
4. Use the Close Day column (third column) to select the appropriate date.
   • Don't use the Cycle Code column (first column).
   • Scroll through the list to find all available dates.
5. When the confirmation message appears, select OK.
6. Select Next Cycle to confirm the correct Close Date.
7. Tell your customer when their new close date will become effective by using the Effective From field.
8. Explain their next bill statement will have prorated monthly charges for the number of days in the cycle.
9. Select OK to exit.