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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)

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