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How can I determine Client's Payment Method history?

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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.

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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

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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.

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