In this article we will go over the Credit Card Expiry List.   This is a list of all the credit cards that are stored in the CRM tab and will show the expiration date of the card.


1 - Click on the More tab - Reports tab - Data Export tab.




2 - Next click on the Credit Card Expiry List link.




3 - Choose your Date Range and then click the Generate Report tab.  Will default to the current month.




4 - Your report will then appear.  Please note this report ONLY shows the cards that are expired for the date range you have selected.




5 - Please note that you can Print - Download - view in Excel - or Email this report.



6 - You can then see Customer - Email - Phone - Expiration Date of the Card - Last 4-digits for the card - Orders for the card.



7 - You can also click on the Customer Name to access the CRM page for the customer or the Email to send an email to the customer.




You have now learned how to use the Credit Card Expiry Report.