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.

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

To search for a customer using their recurring billing status:

  1. On the toolbar, click Recurring Billing.
  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:

  1. On the toolbar, click Recurring Billing.
  2. Click FIND CUSTOMERS.
  3. In the search field, type one of the following options:
    • Customer ID
    • Company
    • Contact name
  4. Click .

Modified on: Mon, 7 Jan, 2019 at 10:31 AM