How can I determine Client's Payment Method history?

christina frankola

15 Jan, 2014 04:58 PM

Customer Code VONYC558

Client was entered as New Customer with VISA-5008.
Payment method approved for Dec payment, but in Jan there is a PayPal standard that was NOT initiated by BSSI.
Did the Client change that? How can I find out?
This account has been canceled in Cheddar. I don't know if the client wants via PayPal or not.

  1. #1 Posted by Jess Pendley on 16 Jan, 2014 03:21 PM

    Hi Christina --

    The customer code that you gave me doesn't appear to be working. Would you mind providing me with a link to that customer's account?

    Thanks.

  2. #2 Posted by christina frank... on 16 Jan, 2014 07:05 PM

    https://cheddargetter.com/admin/customers/get/id/04b77a4e-593d-11e3-a374-bc764e04674e

    FireDyne Systems is the customer

    Thank you,
    Blue Sky Solutions Inc. (BSSI)
    Tel 888.909.BSSI(2774)
    Direct 702.943.0300
    Fax 702.974.1449

  3. #3 Posted by Jess Pendley on 17 Jan, 2014 03:08 PM

    HI Christina --

    It looks like that customer started on 11/29/13 with Paypal standard as their payment method. On 1/1/14, their scheduled invoice attempted to run as normal and after 3 declined attempts, they were cancelled.

    I apologize if I'm not understanding exactly what you're asking, but it appears that the customer has been using Paypal Standard as their payment method since their start.

  4. Jess Pendley closed this discussion on 17 Jan, 2014 03:08 PM.

  5. Jess Pendley re-opened this discussion on 17 Jan, 2014 03:37 PM

  6. #4 Posted by Jess Pendley on 17 Jan, 2014 03:37 PM

    Hi Christina --

    After further investigation, it actually looks like the following scenario is what happened:

    1. The customer started on CC
    2. The card declined twice
    3. The customer changed to the Paypal method with a successful pre approval
    4. The third transaction attempt - using the Paypal method - declined and the account was then canceled.

  7. Jess Pendley closed this discussion on 12 Jun, 2014 03:31 PM.

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