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How to find a Customer Account using only the Credit Card details

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Community Manager

Re: How to find a Customer Account using only the Credit Card details

Scenario:

A customer contacts your company and wants to find out why are you charging his credit card, but there is no Customer Account for the given name (e.g. because a family member used the card details for subscribing). We only have the card type, the masked credit card number (last 4 digits), and the expiry date to investigate this.

Solution:

- We'll need to create a Data Export on the Payment Method data source.

datasource.JPG

 

- After the results are ready, simply open the file and look for the credit card holder name / masked credit card number.

- Since the last 4 digits are not unique, always validate the additional details (most importantly the expiry date, but consider checking the name as well)

- The relevant Account ID will be listed

Supporting references:

https://knowledgecenter.zuora.com/CD_Reporting/Data_Exports/Z_Data_Source_Reference/Payment_Method_D...

https://knowledgecenter.zuora.com/CB_Billing/L_Payment_Methods



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