To increase efficiency in your office, we are pleased to announce that you can use the Auto-Debit System® Alert Notifications to send an email to your clients to update their billing. Furthermore, the system will automatically trigger the same Alert Notifications on the 5th & 20th of each month alerting the client to take action and update the billing of their expired card on file.

Example 1: The client has an auto-debit scheduled to process on the 28th of the month. Their credit card on file is expired. The ADS will automatically trigger an Alert Notification to be sent to them on the 5th of the month.

• The notification they receive will allow them to update billing on their own using a secure CP Online Form™. There is no action the office staff needs to take.

Example 2: The client calls your office because they have a new credit card they want to use for their monthly auto-debit payments.

• Instead of gathering the billing over the phone, you send an email to the client from the Auto-Debit Report instructing them to update their billing. The notification they receive will allow them to update billing on their own using a secure CP Online Form™. There is no action the office staff needs to take.

The email they receive instructs them to click on a button that takes them to secure CP Online Form™ so that they can update their billing for all future scheduled payments.

 

Once the client updates their billing information, their scheduled auto-debit will reflect that the client updated the billing.