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:

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 .

Tags: payments portal, recurring billing, active customer, find customer, inactive customer, search customer