The following enhancements have been made to the Credit Card Expiration tool:
Added a new Active Services filter with options: All (default), yes Yes and no optionsNo.
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Added a new
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3. Added A right click option to send a notification to client about card exparation
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‘Active Services’ column to indicate if the credit card is linked to any active services currently being billed for.
Addition of the ‘Send Credit Card Expiration Notification’ right-click option. If selected, a credit card expiration notification is immediately sent to the billing contacts on the account. Contacts may receive the notification in either text or email form depending on their notification contact preferences.
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Pathway: Accounting > Credit Card Experation
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