The Expiring Payment Profile Reminders feature in Syncro automatically emails your customers when their stored payment profile (i.e., credit card) is expiring. You can set up multiple reminders: e.g., to email customers 15 days, 3 days, and then 1 day before their credit card expires.

Prerequisites

You need to integrate a payment processor with Syncro before you can access Expiring Payment Profile Reminders in the Admin module.

About Expiration Dates

Credit cards expire on the last day of the month, so Syncro uses the last day of the month as the expiration date. 

An expiration date is what is shown in Syncro (not the actual card). If you store a card that expires 08/19, but save the card as 07/19, Syncro uses 07/19.

Each reminder only triggers ONCE per stored payment. Updating the name or expiration date on a stored card does not change this; you need to delete the card and resave it to trigger another Expiring Payment Profile Reminder.

Syncro defaults to the current month and year when adding a new card. A customer using the Customer Portal cannot edit this date once they set one up.

If an expiration date is not specified, Syncro will not send the reminder.

The expiration date for a card is automatically saved for Authorize.net users (since they send that information back to Syncro), but not for other payment gateways.

Create a Reminder

To create a new Expiring Payment Profile Reminder, follow these steps:

1. Navigate to Admin > Invoices - Expiring Payment Profile Reminders:
   
   Syncro displays the Expiring Payment Profile Reminder Messages page:
   
2. Click New Reminder. Syncro displays the New Automated Reminder page:
   
3. Enter a meaningful Name for your reminder. This is the name as it will appear in the table and the subject for the email.
4. In the "Expiring in # Days" field, select (or type) the number of days before the customer's credit card expires, when Syncro will send this reminder.
5. Optionally, enter an email address (cc Email) to copy when the reminder is sent. (By default, Syncro sends the reminder to the Customer email.)
6. Create your communication about the payment profile expiring in the Email Message field. Here's an example:

Hello {{customer_first_name}},

This is a reminder that your credit card on file is set to expire in 30 days.

Please go to your Customer Portal to update your payment profile.

Thank you!

Tip: Use the Available Template Tags  on the right to customize your reminder message.

6. Check the “Enabled” box.
7. Click Create Expiring Payment Profile Reminder. Syncro displays a confirmation page:
   
8. Click Back. Syncro displays your new Expiring Payment Profile Reminder in the table. The reminder will be sent when conditions are met.

Edit or Delete an Existing Reminder

To edit an existing Expiring Payment Profile Reminder, click its corresponding “Edit” button in the far right of the table: 

To delete an existing reminder, click its red X, then click OK to confirm.

Tip: Instead of permanently deleting a reminder, you could edit it and uncheck the “Enable” box.

Send Internal Reminders About Expiring Payment Profiles

You can also create 15, 30, and 60-day internal reminders about stored cards expiring in the Notification Center.

See also Notification Events Reference.