When your customer schedules payment in TermSync, you have access to the last four of their account/credit card within the Invoice Details board for that scheduled transaction.
This may be helpful if your customer is unsure of what account/card they used or needs confirmation from you.
1. Navigate to the scheduled invoice, click on the invoice number.
2. You've landed in the Invoice Details board. Here you will see the payment type (ACH or credit card) and the last four of the account or credit credit number for a scheduled payment.
3. Another useful tool on the Invoice Details page is the Transaction History tab.
For more information on the Transaction History tab, click here.