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Navigation: FINANCE > PLEDGES AND REGULAR GIVING > Pledge Searches

Maintain Pledge Credit Card Details

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If you are regularly debiting credit cards over a period of time you will find that credit cards expire and people change credit card details.  To assist you in maintaining expiry dates there are two options from the 2 Search menu on the pledge information form. These include:

Active Pledges with Expired Credit Cards

Active Pledges with Credit Cards that will Expire in n months’ time

 

The second option allows you to prepare for cards that are due to expire in the future e.g.

 

If you enter 0, the search will find all active credit card pledges where the card expires this month.

If you enter 1, the search will find those expiring next month and so on.

 

You may then choose to generate a mailing directly from this search and ask the contacts for their new card details.

Note: If you use a Gateway such as Secure Pay or Macquarie which use tokens it is not necessary to update credit card Expiry dates. If the credit card is a replacement card then a new token will be required.