How can I identify customers using a saved payment method on file?

Introduction

Find customers with saved payment methods by editing a report.

Problem

I’m having an issue running a report to identify customers with a saved payment method and update their payment terms while sending new authorization forms.

Solution

Workflow Summary

Identify customers who have a payment method on file.

Find customers with saved payments

1. Go to the Reports tab.
2. Click Create Report.
3. Select Others > Saved Payment Methods.
4. Select Next.
5. Fill out the information in the Set Details screen and click Save.