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Credit Cards that are expiring

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BSSI Sales

28 Nov, 2016 08:42 PM

Good afternoon!
Is there a way to pull a report for client's that have their credit cards expiring before they actual expire/account gets cancelled?

Thank you!
Brittany Matulis
702-943-0300

1. Support Staff 1 Posted by Meghan Turner on 29 Nov, 2016 07:44 PM

   

   Hi Brittany,

   That particular report isn't available at this time, but if you're looking for a way to remind your customers to update their credit card information, you can use CheddarGetter's payment expiring email notification. It looks like you already have the payment expiring email notification enabled, which means an email that prompts customers to update their payment information will automatically be sent to any customers with a payment method that is set to expire in the near future.

   Hope that helps, let me know if I can answer any other questions for you!

   Meghan

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2. 2 Posted by BSSI Sales on 29 Nov, 2016 08:25 PM

   

   Meghan,
                   Thank you so much for your email! I will let my Accounting Manager know.

   Thank you!

   [cid:[email blocked]]
   Brittany Matulis
   Sales Manager
   Blue Sky Solutions Inc | www.bssivirtualoffice.com
   Corporate Headquarters: 3651 Lindell Road, Suite D, Las Vegas, NV 89103
   ** Services Also Available in New York City **

   From: Meghan Turner [mailto:[email blocked]]
   Sent: Tuesday, November 29, 2016 2:45 PM
   To: BSSI Sales
   Subject: Credit Cards that are expiring [Questions #24027]

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   From: Meghan Turner (Support staff)

   Hi Brittany,

   That particular report isn't available at this time, but if you're looking for a way to remind your customers to update their credit card information, you can use CheddarGetter's payment expiring email notification. It looks like you already have the payment expiring email notification enabled<https://cheddargetter.com/admin/emails/template/type/CreditCardExpiring>, which means an email that prompts customers to update their payment information will automatically be sent to any customers with a payment method that is set to expire in the near future.

   Hope that helps, let me know if I can answer any other questions for you!

   Meghan

   On Mon, Nov 28 at 03:42 PM EST, BSSI Sales wrote:

   Good afternoon!
   Is there a way to pull a report for client's that have their credit cards expiring before they actual expire/account gets cancelled?

   Thank you!
   Brittany Matulis
   702-943-0300

   Follow this thread on the web <http://support.cheddargetter.com/discussions/questions/24027-credit-cards-that-are-expiring>

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3. Meghan Turner closed this discussion on 17 Jan, 2017 06:12 PM.