Report for AutoPay

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Chad Hemmeline

• June 20, 2022 20:23

We have over 700 clients, most of which are on Autopay.  many have had it turned off due to expired CC or failed insurance collections so we an estimated 100 clients not on autopay.  On the Billing and Services settings you can see a list of who is on Autopay, but it only shows 500 so it is missing nearly 20% of our clients.  I just need a simple report with what Clients are not on Autopay so we can elect them in(if they agreed) or reach out to them to get them signed up.  Potentially losing alot of money due to this.

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  Sara

  • June 21, 2022 21:36

  Hi Chad,

  I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you to look into why you are only seeing certain clients in the AutoPay section and find a list of all clients on AutoPay.

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