This feature requires use of the Auto-Card Updater which is an optional add-on feature to your account. CLICK HERE to learn more about it.
Initial Activation: When the Auto-Card Updater service is activated, please allow 10-14 days for all active cards to initially be checked for updates before they show up on the report.
The system automatically generates and emails the expired credit card report on the 5th and 20th of each month to the administrative email address that is on file.
To see a list of cards in your Cash Practice account that have been updated using the Auto-Card Updater feature, follow the instructions below:
Option 1: From the Billing Vault
Step 1: Access the Billing Vault.
From the top right side of your Cash Practice account, click on the [Billing Vault] shortcut icon.
Step 2: In the "Other Options" section, select, "Auto-Updated".
You can also narrow down your search with a date range.
Click "Search" to pull a list of your updated cards.
Option 2: From the Activity Report
Step 1: Select the Activity Report on the right hand side of your Dashboard.
You can change the time frame of the Activity report by clicking the number of days included in the report on the left hand side of the [Activity Section]. You can choose 1 day, 15 days, 30 days, 60 days, 90 days.
Step 2: Click on [Cards Auto-Updated] button (shown above).
This will generate a list of cards that have been updated by the Auto-Card Updater in the timeframe indicated on your activity report.