Steps to locate a donor profile using the last four digits of a previous payment method
If you receive card or bank account payment information to process a donation but do not have the donor's name, you may be able to locate their profile using the last four numbers of their payment method.
Steps to Follow
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Go to Finance > Payments > Use Simple Search
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Enter the last 4 numbers into the search field and click Search
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When the search results populate below the search box, click the Download Information button to open the results in Excel
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Open the file and click the row with the column heading names
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Click Sort & Filter
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Click Filter from the menu that pops up
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Scroll over to column AE and click the drop down arrow
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From the list that pops up, un-check all items that do not end in the last 4 numbers you are looking for
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You will need to review each of the profiles for the remaining items to see if you can find a match based on other information provided by the donor. You may also want to contact the donor to verify it is their donation before processing.
Please Note: This method works fairly well to find donors that have given with the payment method in the past. If they are a new giver or it is a new payment method, this process won't help.