Declined Autopay & Expiring Credit Card - Auto Email & Auto Note
Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.
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Marty Koopman commented
This would be helpful to have the payment token and the account notated in one swoop. It is very time-consuming once autopay is run to do all. This would also be helpful with delinquency of IVR calls to notate the account.
I was able to get a credit card report out of UMS that sends an email to cards that are expiring. Call support - they were able to walk me through it.
Declined autopays I set up an email template but it is still one at a time. :(
Very time consuming and outdated as our last system did both of these tasks without our involvement.