CPX xChange

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Create an Alert or Report That Easily Identifies Expiring Payments

Currently MT sends notices to clients who are facing card expiration. Please see the example below:

Good Afternoon!

Are you able to process this payment from Appalachian Mountain Club at your earlier convenience? It is set to expire soon.

Thank you for your time,

Kate

Is there a way to create an alert or a report that easily identifies these payments for them?

  • Ebony Hamlet
  • Feb 21 2019
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  • Marci Wilde commented
    January 08, 2020 19:00

    This is achievable through custom reports, but we can add this as an alert.