Billing: View when an account added or updated their credit card/ACH
- Go to Account Admin.
- Chameleon users: In the side menu click Team Admin > Account/Member Admin.
- New CMS users: In the side menu click Team Tools > Accounts.
- Search for account or set filters as desired.
- Look under the Last ACH/CC Updated column for date(s). You may need to click the right scroll arrow to see it and/or use Customize Columns to include it in the display.
Note this doesn't necessarily show when they started auto pay; it shows when they last updated their credit card/ACH info. It only shows when they started if they never had an electronic payment method on file before. If it's blank then they have never set up auto pay.