Expiring Payment Method

Overview:

In this article, we'll cover how to locate and utilize the Expiring Payment Method Report. Please find the available resources below. The primary purpose of this report is to provide a list of agents that have a credit card or ACH on file that will expire within the next 3 months.

Permission Level:  Admin + Billing

Report Details:

• Displays ALL payment methods on file with an agent if one of those payment methods expires within the next 90 days

• Indicates if an agent is currently on autopay or if Account hold is enabled

• Ability to filter by agent or office

• Ability to download the report to PDF or export to excel/csv

  
  

Navigation:

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