To Notify Customers About Expiring Cards

You can monitor how soon customer credit cards will expire and send customers notifications about the coming expiration of the card by using the Notify About Expiring Cards (AR512000) form.

Before You Proceed

Before you can notify customers about expiring cards, the notification about expiring cards has to be configured in the system, as described in To Set Up a Mailing About Credit Card Expiration.

To Notify On Expiring Cards

  1. Open the Notify About Expiring Cards (AR512000) form.
  2. In the Starting box of the Expiration Period section, select the start date of the interval specified in the Expire in (days) box.
  3. Optional: Specify a particular customer class in the Customer Class box. To view customers from all classes, leave the box blank.
  4. Optional: To view information on only active credit cards, select the Active Only check box.
  5. Optional: To view information on expiring cards associated with the default payment method of the customer, select the Default Payment Method Only check box. In the Card List area, the system lists information on credit cards that match the criteria you have specified in the Selection area.
  6. Do one of the following:
    • To notify customers about all listed credit cards, click Notify All.
    • To notify customers about only the credit cards you select, select the unlabeled check boxes for those cards and click Notify.

    If the emails were generated successfully, the system marks them with green check marks. Prepared emails are displayed in a list on the Emails Pending Processing (SM507000) form, from which you can review and actually send the emails. For details on email management, see Managing Emails.