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.
Click the Reports tab from your Left Menu, then Billing.
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
Cardholder 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.