When a credit card reaches its expiration date, you may need to update the payment method to ensure that the payment will process successfully.
On the contact profile, select the Billing tab and then select the Payment Methods sub-tab. You will see the list of payment methods registered on the contact profile.
Select a payment method and then click the pencil icon to update the information. There is also a trash button to delete the payment method from the profile.
Update the expiration date as needed or set the payment method as primary. Click the Update Payment Method button to save the changes.
You can also have your payment method either active or inactive using the toggle button. If you set it to inactive, it will disable recurring membership payment, and this payment option won't be visible on POS sales either. Single invoice transactions will still process even if the payment method is inactive, as they run a different validation.
Please check the article Payment Method Types to view the list of payment method types.
The report on Inactive/Expired or Near to Expire payment options can be found in the Reports tab from your Left Menu, then the Billing tab.
Just like any other reports, you also have the option to export it to Excel.
