Expired Payment Cards in Stripe

Modified on Fri, 23 Sep 2022 at 07:17 PM

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

  • 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."

See a list of credit or debit cards that are about to expire in pet sitter software

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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