---
title: "Notification for Expired or Soon to Expire Recurring Credit Card Account"
slug: "notification-for-expired-or-soon-to-expire-recurring-credit-card-account"
updated: 2026-05-11T19:13:14Z
published: 2026-05-11T19:13:14Z
canonical: "help.idibilling.com/notification-for-expired-or-soon-to-expire-recurring-credit-card-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notification for Expired or Soon to Expire Recurring Credit Card Account

A setting in Customer Care lets you enable/disable expired or expiring recurring card notifications. The setting creates two Workflow triggers – Recurring Trigger and E-Pay Account Modified – to send the notification per user-specified parameters. The setting requires *Manage Settings* permission in Customer Care.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-6(7).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-7(8).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-8(8).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

## Setup

### Client-based Notification template

Set up the notification template in IDI Desktop Client > Template Management. There is a new protected template called *Sample SMS (SMPP) Expired Credit Card Notification*.

![C:\Users\dmci\AppData\Local\Temp\SNAGHTML59a0b8a.PNG](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/c-users-dmci-appdata-local-temp-snaghtml59a0b8a-p-1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

Make a copy of this template and set it up as needed. You’ll select this template when you enable the *send expired card notifications* functionality in Customer Care. This template includes the following information:

- customer name
- account number
- last four digits of card that either has or will soon expire
- month/year card expires
- generic 1-800 number (carrier to override)
- generic website address (carrier to override)
- text advising them to either log into their OnlineBill account to update their card expiration date or call the 1-800 number to update

### Enabling Expired Credit Card Notification in Customer Care

To enable this functionality:

- Go to **MANAGE** > **Settings** in Customer Care.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-9(8).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)
- Scroll down to the *E-Pay Accounts* setting and click **ENABLE**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-10(5).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

This displays a dialog for entering notification parameters. Defaults are shown below.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-11(6).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)

- In the *Template Name* drop down, select the *Expired Credit Card Notification* template you created in IDI Desktop Client. Then set up the other parameters as described below.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-12(7).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)
  - **Delivery Type** (Email, SMS_SMTP, SMS_SMPP)
  - **Months in Advance to Notify** (default = 2) – You may enter blank or zero to not notify until expiration has been reached.
  - **Wait Days Before Resending** (default = 14) – Continue to send every *n* days until the E-Pay account becomes valid or is no longer active
  - **Months After Expiration to Run** (default = 1) – Null not allowed (can’t set up to notify indefinitely on an expired card)
  - **Account Type** (default = all)
  - **Account Status** (default = All with Billing Status of Billing). (Filtered list of Account Statuses that are billing active)
  - **Frequency** (Daily, Weekly, Monthly) – Dynamic parameters based on the Frequency selected
  - **At** (Time) and Time Zone – default to browser’s time zone
- Click **SAVE**. This creates the triggers in Workflow and changes the **ENABLE** button to **DISABLE**. This lets you remove the triggers if needed.
  - > [!NOTE]
> **Note**:
> 
> Once enabled, you cannot edit the parameters. If you need to edit, you’ll need to disable and then recreate the triggers.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-13(6).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A46Z&se=2026-11-14T11%3A43%3A46Z&sr=c&sp=r&sig=4RdrAUCnfJ4w9r4m68d6H%2FeR8iuKSw2Cp53HewIPn6M%3D)