Use this report to find clients with an expired payment card, or one that will expire soon. You can email clients a reminder to update the card on file.
Tip: You may want to run this report in advance of invoicing clients and select a date 1-2 months into the future to capture cards about to expire, to allow invoicing to run smoothly.
How to Use the Payment Card Expiration Report?Navigation: Reports > Card Expiry
Navigation: Reports > Card Expiry
- Select a date.
- Click "Show Cards Expiring Before."
- Select clients to email. To select All, check the box in the grey header beside the word "Client."
- Select "Email."
- Select "Card Expires" email template.
- Enter a Subject Title.
- Click "Email Clients."
Info: Card Expiry Report Explained:
- Client: Last Name, First Name of the client.
- Expiry Year: Year the payment card expires.
- Expiry Month: Month the payment card expires.
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