{"id":142,"date":"2019-07-29T14:34:29","date_gmt":"2019-07-29T14:34:29","guid":{"rendered":"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/how-do-i-search-for-a-recurring-billing-customer\/"},"modified":"2024-08-01T18:08:53","modified_gmt":"2024-08-01T18:08:53","slug":"how-do-i-search-for-a-recurring-billing-customer","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-search-for-a-recurring-billing-customer\/","title":{"rendered":"How do I search for a recurring billing customer?"},"content":{"rendered":"\n<p>You can search for a customer using the <strong>Customer Status<\/strong> drop-down menu or using the <strong>Search<\/strong> tool on the Recurring Billing page.<\/p>\n\n\n\n<p><strong>Option 1<\/strong>. Complete the steps in the following video:<\/p>\n\n\n\n<div style=\"text-align: center\">\n<p><\/p><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-content\/uploads\/sites\/4\/2019\/07\/How-do-I-search-for-a-recurring-billing-customer.mp4\"><\/video><\/figure>\n\n\n\n<p><strong>Option 2<\/strong>. Complete the following steps:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Searching for a customer using the Customer Status drop-down menu<\/h3>\n\n\n\n<p>To search for a customer using their recurring billing status:<\/p>\n\n\n\n<ol>\n<li>On the toolbar, click <strong>Recurring Billing<\/strong>.<\/li>\n\n\n\n<li>Using the <strong>Customer Status\u00a0<\/strong>drop-down menu, click one of the following options:\n<ul>\n<li>For all active customers, click <strong>Active Customers<\/strong>.<\/li>\n\n\n\n<li>For all inactive customers, click <strong>Inactive Customers<\/strong>.<\/li>\n\n\n\n<li>For all customers, click <strong>All Customers<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Searching for a customer using the Search tool<\/h3>\n\n\n\n<p>Use the search tool to search for recurring billing customers using the following options:<\/p>\n\n\n\n<ul>\n<li>Customer ID<\/li>\n\n\n\n<li>Company name<\/li>\n\n\n\n<li>Contract name<\/li>\n<\/ul>\n\n\n\n<p>To search for a customer using the Search tool:<\/p>\n\n\n\n<ol>\n<li>On the toolbar, click <strong>Recurring Billing<\/strong>.<\/li>\n\n\n\n<li>Click <strong>FIND CUSTOMERS<\/strong>.<\/li>\n\n\n\n<li>In the search field, type one of the following options:\n<ul>\n<li><strong>Customer ID<\/strong><\/li>\n\n\n\n<li><strong>Company<\/strong><\/li>\n\n\n\n<li><strong>Contact name<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <img decoding=\"async\" class=\"fr-dib\" style=\"width: truepx\" src=\"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/wp-content\/uploads\/sites\/4\/2021\/05\/Payments-Portal_Recurring-Customer-Go-Button.png\" alt=\"arrow button\">.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n <div style=\"margin-bottom:20px;\" class=\"page-blu\"><a class=\"moretag\" href=\"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-search-for-a-recurring-billing-customer\/\">Read More <\/a><\/div>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[224,27,45],"tags":[357,358,359,31,93,360],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/142"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":3,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/142\/revisions"}],"predecessor-version":[{"id":2667,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/142\/revisions\/2667"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/media?parent=142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/categories?post=142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/tags?post=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}