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.
- 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/CB_Billing/L_Payment_Methods
