ID231
Credit Card/ACH Charge Method Set, but Missing Credit Card/ACH Info on File
Output Type: Email
Has there been instances when open invoices with AR, remained open with a credit card payment that could have been applied to those invoices weeks ago? Or did you discover a customer's credit card expired when they called in for service? This alert will let you know when an invoice was set up for a charge method other than credit card but Customer Record is configured for credit card payments. It will also let you know a card is not on file but Customer Record is set for credit card payments. In order to be proactive, you will be alerted of credit cards set to expire within 30-days.
