Hi!
Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.
Thanks
Jess Levy
San Francisco Opera
jlevy@sfopera.com
415-565-3283
Hi Jess,
There is the report "Purge Credit Card Account Data" that you can run regularly to get rid of credit card details that have expired or are about to - you specify the expiry date to control which cards you keep.
This can be run in update or review mode.
Cheers,
Kevin