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.
Janelle
shared this idea
We are reviewing this request.
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Anonymous
commented
We'd like to see the errors posted to each accounts notes, having to manually input them is very time concumming.
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Kim
commented
The declined ACH bank draft and credit / debit cards take us so much time to notify customers. What is meant to be a convenience for the customer is a real time burden for us. What is worse, a customer is usually a repeat offender.
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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.
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Candace
commented
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Very time consuming and outdated as our last system did both of these tasks without our involvement.