Credit Card Expiration (Accounting)
- Isabel Navarro
- Aliena Somers
Pathway: Accounting > Credit Card Expiration
The Credit Card Expiration tool tracks and alerts users when a credit card for an account has expired. From this screen users can view account payment methods (and add new ones), or a Send Credit Expiration Notification to notify a customer the credit card for their account has expired.
Filter Options
Filter Type | Description |
|---|---|
Division | Filter option to only display accounts belonging to a selected Division. |
Bill Group | Filter option to only display accounts belonging to a selecting Bill Group. |
Auto Pay | Filtering option to only display accounts that are either set up on auto pay, or those that are not. |
Has Active Services | Filtering option to only display accounts that have an active service. |
View and Add Account Payment Methods
Right-click on the desired Account.
Select ‘View Account Payment Methods' and the Account Payment Methods popup window will display.
Review the payment methods displayed.
Double-click within the row of a payment method to open the Edit Account Payment Method screen editor.
Select the green '+' icon to add a new payment method for the account.
Send Credit Card Expiration Notification
Right-click on the desired Account.
Select ‘Send Credit Card Expiration Notification’.
A Success popup displays if the message will be sent successfully.