Expired Credit Card Report
I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.
As an example –
We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit cards. All other customers listed in this report were for previous months and years.
Marty Koopman
shared this idea
This has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
-
Mike Garrett
commented
Yessssss!!! Thank CUSI.
-
Audri
commented
Thank you!!
-
LINDA MAJORS
commented
: Add a parameter field to limit the number of months to display. It shows accts that aren't even on Auto Pay any longer. Or Add an option to uncheck all the SELECT boxes at once on the report display screen. This report is NO GOOD at this point because it is pulling everything that was ever out there on auto pay that expired at one time. Unclicking each individual box is crazy time consuming .
-
Anonymous
commented
This will save us a great deal of time!
-
Jennifer Perryman
commented
Ideally, a limit option to exclude credit cards with expiration dates older than 30 days.
-
Bryan Fortino
commented
In addition is there any way to add SMS and Messages Templates to this report?