The ePayment Profile Report provides information on stored profiles (credit card and bank accounts). The report can be useful in identifying cards that have expired, ensuring you can notify your members before attempting to bill the expired card. Additionally, for members who have stored bank account information, you can check to ensure the bank accounts have been verified before attempting to bill the account.
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Click Reports in the left-hand navigation panel.
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Type ePayment in the keyword search box.
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Select ePayment Profile Report.
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Select the desired filtering options for the report:
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Profile Type: You may select All, or select either Credit/Debit Card or Bank/ACH.
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Status: You may select all statuses, or filter the report on Valid, Expired, Unverified, Unknown.
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Sort: Select how you would like the report results sorted.
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- Click View Report
