How do I generate a report to know which of my patients have an invalid card in the system?

In the past, you had to look up each payment method to see if it was valid. With the "Invalid credit cards" report, you can quickly know which of your patients have an invalid payment method entered in the system without spending time scrolling through fields or pages. Read on to learn how to generate it. 

1. From the "Owner" dashboard, click on "Reports."

2. Go to the "Financial" section. 

3. Choose "Invalid credit cards" from the drop-down. 

4. After selecting a filter under "Select merchant (s)," click on "Generate report." 

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format. 

If you have any questions, please contact us.