We’ve introduced a new Card on File Expiration Report to help dealers proactively manage expiring payment methods and reduce recurring billing failures. Previously, dealers often discovered that a customer's card had expired only after a scheduled recurring payment failed on the billing date. With this enhancement, dealers can now identify cards that are nearing expiration before they become a problem. In addition, the report can be configured as an internal alert, allowing dealers to automatically receive a monthly email listing all cards set to expire in the following month. This gives staff time to contact customers, update payment information, and help ensure recurring billing continues without interruption.

Locating the Report:

1. Go to Reports

2. Under Recurring Billing, click on Card Expiration Report

Locating the Monthly Alert Setting:

1. Go to Settings

2. Under Email/Text Communications, click on Email-SMS General Settings

3. Scroll down to Recurring Billing Settings

4. Find “Send Upcoming Credit Card Expiration Report” and toggle to Yes

5. Add your email to the "Email Address to Receive upcoming Card Expiration Report?"

6. Save

Screenshots

Locating the Report

 

 

 

Locating the Monthly Alert Setting

 

 

 

Sample Alert