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Unable to find customer using last 4 digits of their credit card.

Scope

How to look up a customer by the last 4 digits of their CC?

Summary

In Chargebee, the advanced filter options and search criteria using the last 4 digits help you to locate your customer account details instantly. You can apply the filter from the customers or subscriptions index page.

Solution

This option is available under the Customer and Subscription index page. On the Customer/Subscription index page, select the Filter list > Payment method > Card/Account number (last 4 digits).

Note: On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information.

If you would like to save a particular set of conditions (a filter) to use again at a later time, click on the Save filter option. It allows you to name and store a filter for use at a later time.

Alternatively, you can perform the same action under Import & Export Data > Export Data > Subscriptions > Select criteria to export > Payment method

Related Documentation

Advance filter option

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