Expiring Payment Method Report

Overview:

In this article, we will cover how to locate and utilize the Expiring Payment Method Report. The primary purpose of this report is to identify agents with a credit card or ACH on file that will expire within the next 90 days.

Permission Level:  Admin + Agent Billing

Report Details:

• Displays all payment methods on file for an agent if any method is set to expire within the next 90 days

• Indicates whether the agent is currently enrolled in autopay or if an account hold is enabled

• Includes filtering options by agent or office

• Supports download to PDF or export to Excel/CSV

  
  

Please find the available resources below.

Navigation:

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