Hey all,
I'm looking to create a report on credit card expiration dates, so we can contact sustaining donors about their expiring card BEFORE their pledge payment bounces. Is there something like the Pledge Billing Summary, but before the billing actually occurs, that I could use to get this info in advance? Let me know if you have any advice!!
There is one in the shared reports on Task, solution #326. It shows credit cards that are going to expire in the next 60 days. It displays name, address, phone, last four digits of the card and the expiration date.
This is great! Do you know the name of the report? Trying to find it now!
I believe it was called Credit Card Expiring Report