Billing Setup Page Validation Errors: What They Mean and How to Fix Them

This article covers the validation error messages you may see when saving the Billing Setup page (Settings > Financial > Billing Setup). Most come from the billing email notification schedule and the autopay withdrawal settings. Each entry explains what the message means and how to resolve it.

💡Quick Answers

Why can't I save my billing email schedule? The notification timing breaks one of the ordering rules. Statement emails must be scheduled before the Billing Date, Overdue emails after it, each notice later than the one before it, and nothing can overlap into the next month's cycle.
"Upcoming Statement must be greater than 2." Set the first Upcoming Statement email to more than 2 days before the Billing Date. The system reserves the 2-day mark for the automated Upcoming Payment email.
"Upcoming Statement and Account Overdue notifications can't overlap." An overdue notice is scheduled so late that it runs into next month's statement cycle. Move it earlier so it stays within the current month.
Why can't I save a multiple-withdrawal autopay schedule? Autopay withdrawal dates must be at least 7 days apart. Adjust the dates and save again.
Why can't I save "Require Autopay for $0 Deposits"? Autopay must be enabled first. Turn on Autopay, then save that option.
Who can edit this page? System Admins and Admins with the Financial permission.

Email Notification Schedule Errors

These appear when the billing email timing on the Billing Setup page breaks a scheduling rule:

"Upcoming Statement must be greater than 2." The first Upcoming Statement email must go out more than 2 days before the Billing Date. Setting it to 1 or 2 triggers this error, because the system already sends the automated Upcoming Payment email 2 days before the payment is due. Set it to 3 or more days.
"Upcoming Statement and Account Overdue notifications can't overlap." Statement emails are sent before the Billing Date and Overdue emails after it, and the cycle refreshes monthly. This error means an Overdue notice is scheduled so far out that it overlaps next month's statement schedule. Move the overdue notice earlier so it stays within the current month's cycle.
"Upcoming Statement - Second Notice must be after 'Upcoming Statement'" (and the Third Notice equivalent). Each later Upcoming Statement notice must be scheduled after the one before it (closer to the Billing Date). Reorder the statement notices so each is later than the previous one.
"Account Overdue - Second Notice must be after 'Account Overdue'" (and the Third Notice equivalent). Each later Account Overdue notice must be scheduled after the one before it (further past the Billing Date). Reorder the overdue notices so each is later than the previous one.

Autopay Setting Errors

Withdrawal dates too close together: When setting Multiple Autopay Withdrawal Days (2 or 4 per month), the dates must be at least 7 days apart. If they are closer, you will see an error on save. Space the dates at least 7 days apart.
Require Autopay for $0 Deposits without Autopay enabled: To save this option, Autopay must be enabled. If you try to save it with Autopay off, you will see an error. Enable Autopay first, then save.

Email Schedule Rules

Keep these rules in mind to avoid the errors above:

Statement emails go out before the Billing Date; Overdue emails go out after it.
The notification cycle refreshes every month, so no email can be scheduled so far out that it overlaps the next month.
Each successive Upcoming Statement notice (First, Second, Third) must be scheduled after the previous one, closer to the Billing Date.
Each successive Account Overdue notice (First, Second, Third) must be scheduled after the previous one, further past the Billing Date.
The first Upcoming Statement must be more than 2 days before the Billing Date.
Click Save at the bottom of the page after making changes.

Contact Finalsite Support

If the schedule still will not save after applying these rules, submit a request to Finalsite Support and include:

A screenshot of your billing email notification schedule (the days set for each notice).
The exact error message shown when you try to save.
Your Default Billing Day and grace period, if one is set.
What you were changing when the error appeared.

Additional Resources