Find and Update Expiring Credit Cards

  1. Click the ‘Processors’ component under Giving
  2. Click the ‘Payment Methods’ tab
  3. Use ‘current date’ for the ‘Expiration After’ date picker and choose an ‘Expiration Before’ date
  4. This will now filter all credit cards that are about to expire on those date range
  5. Admin can now contact the donor and ask for the updated card

Modified on Thu, 7 Sep, 2023 at 2:35 PM

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