How do I search for a recurring billing customer?

How do I search for a recurring billing customer?

You can search for a customer using the Customer Status drop-down menu or using the Search tool on the Recurring Billing page.

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Searching for a customer using the Customer Status drop-down menu

To search for a customer using their recurring billing status:

Step 1. On the toolbar, click Recurring Billing.

Step 2. Using the Customer Status drop-down menu, click one of the following options:

  • For all active customers, click Active Customers.
  • For all inactive customers, click Inactive Customers.
  • For all customers, click All Customers.

Searching for a customer using the Search tool

Use the search tool to search for recurring billing customers using the following options:

  • Customer ID
  • Company name
  • Contract name

To search for a customer using the Search tool:

Step 1. On the toolbar, click Recurring Billing.

Step 2. Click FIND CUSTOMERS.

Step 3. In the search field, type one of the following options:

  • Customer ID
  • Company
  • Contact name

Step 4. Click arrow button.

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