Articles tagged: find 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.

… Read More “How do I search for a recurring billing customer?”