Monthly due date calendar management strategy

To create a monthly due date calendar management strategy, run the Create program calendar strategy endpoint with the strategy field set to MONTHLY_DUE_DATE, and specify values for the following body parameters.

  • Due day, either as a fixed day of the month or as the nth weekday of each month. For example, you could specify the due day as the tenth day of the month (due_day = 10) or the second Monday of the month (day_of_week = MONDAY and week_of_month = 2).
  • Number of months that a cycle spans. Set this using the every_x_months field. The default value is 1, which creates a one-month cycle. However, you can set every_x_months to any integer between 1 and 12. For example, set every_x_months to 12 to create a cycle that spans one year.
  • Number of days between the cycle closing date and the due date. Set this using the days_between_cycle_closing_and_due_date field.

After creating the management strategy, use the Update account calendar strategy endpoint to assign it to an account.

📘

If you ever need to go back to the default behavior after you've applied a custom management strategy to an account, you can use the monthly due date calendar management strategy to reproduce that behavior. For more information, refer to the Reproducing the behavior of the fixed due date strategy guide.


Did this page help you?