Hello, and thank you for your excellent question. This is a common scenario that FlexUp is designed to handle with ease. The platform is built to be flexible, allowing you to adapt contracts and orders as your business relationships evolve.

Here is a step-by-step guide to managing both the change in payment structure and your custom monthly periods.

1. Handling the Change in Payment Structure (e.g., from 100% Credit to 60/40 Split)

The key is to remember that in FlexUp, the Contract sets the general framework, but the specific financial terms for each period are defined in the recurring Orders. This makes it simple to change terms moving forward without altering historical records.

• Existing Orders (Jan - Aug): Leave these as they are. They were created with the "100% Credit" Payment Structure and will correctly reflect the agreement for that period.
• The "Transition" Order (September): When you create the order for the September period, simply change its Payment Structure to your new "60% Credit / 40% Cash" structure. All Commitments (and resulting Credits/Tokens) generated from this order will automatically use the new terms.
• Future Orders (October onwards): When you use the "Create next Order" function, it will now default to using the new 60/40 structure from the September order.

This method ensures a clean and accurate history. Past orders remain untouched, while all new orders reflect the updated agreement.

2. Managing Non-Standard Monthly Cycles (e.g., 24th to 23rd)

The FlexUp app is designed to accommodate any cycle, not just calendar months. The "Create next Order" function is a time-saving tool, but you always retain full control over the dates. If Contract has a "1 Month" recurrence, whenever you use the "Create next Order" button, it will add 1 month to the start & finish date of the last order.

When your payment cycle shifts, you just need to manually adjust the dates for one order. The system will then adopt that new pattern for subsequent orders.

For example, your order dates would look like this:

• Order for July: Delivery Start: 01-Jul-2024 → Delivery Finish: 31-Jul-2024
• Order for August: Delivery Start: 01-Aug-2024 → Delivery Finish: 23-Aug-2024 (Manually edit this to end on the 23rd).
• Next Order (created with "Create next Order"):  Delivery Start: 24-Aug-2024 → Delivery Finish: 23-Sep-2024 (Manually edit this to start on the 24th).

You can use this method to precisely define any service period you need.

Summary & Key Takeaways:

• Modify Terms at the Order Level: For recurring contracts, apply changes to payment structures on the new order for the period when the change takes effect.
• Manually Adjust Dates: You have full control to edit the start and finish dates of any order to match your specific pay cycles. The platform learns from your last entry.
• Trust the System's Calculations: Credits and Tokens are always calculated on a per-order basis, using that specific order's amount, payment terms, and dates. This ensures that your equity records remain accurate and auditable through any changes.

Hope this helps, and feel free to ask if you have more questions!