Back

How to Lookup Customer without a Web Code

When a customer purchased an unlimited plan through our wenbsite here's how you can retrive the prepaid code.
Cobblestone
02/07/2023

How to Lookup Customer without a Web Code

When a customer purchased an unlimited plan through our wenbsite here's how you can retrive the prepaid code.

    Look up customer by Credit Card

    • 1-2.png

    2. You’ll see the customer’s name with a “w- “code. Copy that name (Needed for next step)

    3. Open Site watch web and search for the customer with the web code from step 2

    4. On the top right you should see a button with your site click on it and select all sites

    • Allsites.PNG

    Click the sales tab

    a. You should now see the web purchase, click on the sale (button)

    • gotosales.PNG

    6. A new tab should open with the web sale, click items

    a. If you look at the note from the sold item you should see the prepaid code.

    • Findthecode.PNG
Source: Cobblestone (Community Member)

Please note that any procedure, checklist, or other document available in the MaintainX Procedure Hub is provided for general education and information only and does not constitute legal, medical, or financial advice. MaintainX makes the materials available AS IS and AS PROVIDED, without warranties of any kind. By downloading or using any such materials, you assume the risk that they may not be appropriate for your specific situation and agree that you are solely responsible for any such use, including compliance with applicable law and with meeting any conditions of product warranties.