The helpful bill and pay options report displays various payment options you’ve set in Probill for each customer. It can be useful in auditing your database for inconsistencies, determining how many customers you have setup for each payment type and discerning how customers will receive their bill. The report can be filtered based on any of the options in the “Bill and Pay Options” screen. You even have the ability to search for the last four digits of any credit card or bank account number.
Not only can you easily search and filter the Bill and Pay Options report directly in the software, it can easily be exported to Microsoft Excel. A helpful tip to effortlessly keep on top of expiring credit cards is to export this report and sort it by the expiration date column. This enables you to see which customer’s credit cards are about to expire so your company can reach out to them and prevent any missed payments.BACK TO BLOG