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Inactive/ Expired or Near Expire Payment Methods Report- Export to Excel Option
Inactive/ Expired or Near Expire Payment Methods Report- Export to Excel Option
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

This report allows you to easily identify any inactive/expired or near-expired cards in your Fit Pro Tracker billing system. It will display the card name/number, the expiration date, the card's status, the last payment date, and the last decline message.

You can access your Inactive/Expired or Near Expire Payment Methods Report from the main menu.

  1. Click the Membership Billing and choose Reports.

  2. Click the Inactive/Expired or Near Expire Payment Methods Report to view the information.

You will find the following information in this report:

  • Customer’s name

  • Card holder name

  • Card Number

  • Expiration Date

  • Expiration Status

  • Status (Active/Expired/Inactive)

  • Primary

  • Last Transaction Details

Click the View button to see the information from the Last Transaction Details.

The following information can be found in the Last Transaction Details:

  • Customer’s name

  • Last Payment Date

  • Last Payment Message

  • Card Number

The Inactive/Expired or Near Expire Payment Methods Report can be exported to Excel. This will provide you with more detailed information about this report.

This is an example of this report's exported Excel file. There are 7 items added to this file from previous excel files.

You can find the following information here:

  • Customer’s ID

  • First Name

  • Last Name

  • Primary Email

  • Phone #

  • Group

  • Payment Method

  • Provider

  • Account Number

  • Expiration Date

  • Last Payment Date

  • Message

  • Expiration Status

  • Status

Check out this article to learn how to update a member's payment method.

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