Create email trigger for credit cards expiring soon

Comments: 6

• 05 May, '20
  Daniel Carrion Merged

  Ability to trigger notifications to customers that their credit card is expiring and they should update their details. Email should contain link to update.

• 10 Aug, '20
  Jared King Admin

  "Credit card expiry reminder" (suggested by Daniel Carrion on 2020-05-05), including upvotes (1) and comments (0), was merged into this suggestion.

• 22 Jan, '21
  Allyson B

  I vote yes!

• 11 Feb, '22
  Brittany

  The issue that I run into is having customer credit cards expire, which results in missed payments; trying to get in touch with them to respond and update their payment - a notification to notify me (let's say 30 days) prior to the card expiration date would be a great help

• 18 Nov, '22
  Hasina Rahman

  I was about to suggest this today in here, and luckily, I see this is already under consideration and have received good number of votes. I certainly vote 'Yes'.

• 06 Feb
  Debra Wolsey

  100% Agreed this is needed. Currently users are using the Expiring Cards report to identify these customers and call them one by one, Automation would greatly reduce manual work and free up much needed internal resources. In addition it can reduce past due invoices keeping our DSO within acceptable thresholds.