To identify customers with future post-dated and scheduled automatic payments whose credit cards will expire before their future payment dates, use the Expiring Credit Card report. You can use the information in this report to contact your customers before their payment dates and update their credit card expiration dates in ACTIVE Net. This ensures that their automatic payments will process successfully.
Go to Reports > Financial Reports > Expiring Credit Card.
In the Filters section:
Enter a date in the Expiry Before option.
Note: Only credit cards with expiry dates that are before or on this date will be included in the report.
Select the Expire in next option, and enter a number of upcoming months.
Note: This includes the current month. For example, assuming today is March 2nd, entering 1 in the Expire in next Months field returns all credit cards that expire in March (including on March 1st).
Specify the Revenue Sites and/or Transaction Sites to filter the report, if necessary.
In the Options section:
To show credit card numbers in the report, select Include Card Number?
To display only credit card transactions from specific ACTIVE Net modules, select the modules that you want to include from among the Report Modules checkboxes.
Select the Output Type for the report.
Click Run Report.