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Edit Billing Date

The Edit Billing Date tool corrects date mismatches on pending import payments before they are posted to Payment History. It is primarily used to resolve the "Billing Date Is For An Older Non-Existent Term" error on the ICSE screen.

💡 Why Use This

Use Edit Billing Date when:

  • A payment has an "Older Term" error — The billing date in the carrier file predates the policy's effective date in Commission Tracker.
  • A carrier sent a catch-up payment with an old date — Adjust the date to the policy's first active month so the payment can post.
  • The import incorrectly parsed a date — Bulk-correct dates across multiple rows from the same session.

🗺️ How to Access

The Edit Billing Date button is located in the toolbar on the ICSE screen.

Understanding the Date Rule

A payment cannot be applied to a period before the policy exists in Commission Tracker. The Billing Date must always be equal to or more recent than the policy's Term Effective Date. If the carrier statement lists a billing month that predates the policy's start date, the payment is held in the error queue.

Step-by-Step: Correcting a Billing Date

  1. On the ICSE screen, identify rows with a "Billing Date: Older Term" error.
  2. Select the payment row or rows you want to correct.
  3. Click Edit Billing Date in the toolbar.
  4. Enter a date that is equal to or later than the Policy Effective Date.
  5. Click Save. The system re-validates the row and the error status clears.
  6. Click Retry Payments to post.

Billing Date Error Highlighting Edit Billing Date Dialog Box

Batch Editing

Select multiple rows before clicking Edit Billing Date to update all of them at once. This is useful when an entire carrier statement was imported with dates off by one month.

Common Scenarios

Scenario Resolution
Wrong Policy Effective Date If the billing date on the statement is actually correct, edit the Term Effective Date on the Policy Information screen instead, then retry.
Carrier catch-up payment Update the Billing Date to the policy's first active month to allow the payment to post.
Import date parsing error Select all affected rows and use Edit Billing Date to bulk-correct the dates for the session.

🔧 Troubleshooting

After editing and retrying, the same error appears. Confirm that the date you entered is on or after the policy's Term Effective Date. Open the policy and check the Term Effective Date field on the Policy Information screen to verify the exact start date.

I'm not sure whether to edit the billing date or the policy effective date. If the carrier's billing date is correct and reflects when coverage actually began, adjust the Policy Effective Date to match. If the carrier date is wrong (e.g., a system error sent an old date), adjust the Billing Date in ICSE. When in doubt, contact support.

I need to fix dates on an import that was already fully posted. Edit Billing Date only works on pending error rows. If the payments already posted with the wrong date, delete them from Payment History and re-import or manually re-enter them with the correct date.

Need help? Contact support@commission-tracker.com