Does anyone out there have a report they run to notify them when a credit card is about to expire? I'm trying to be proactive with our monthly donors and get the new xp number before it fails to process each month when I run the pledge billing report.
Thanks for any assistance,
Michael
I would love this too!
If it could be an enhancement to the database, that would be great!
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal Sent: Tuesday, April 11, 2017 3:48 PM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Credit Card xp dates
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I use the Credit Card Expiry Report which is in TASK (Solution 326) under Shared Reports. It identifies donors with a pledge payment due within the next 60 days that have cc which have expired or will expiring within the next 60 days.