How to identify which of our clients have sent Stripe card payments.

Hi there, info2365. The primary reason you cannot identify the payer is that Stripe reference numbers are transaction-specific identifiers used by banks and processors, such as Trace IDs, which do not inherently link to your internal customer names or invoice numbers.

To identify clients behind Stripe card payments when you only have a reference number, use the Stripe Dashboard’s Payments section to view customer details, email addresses, or cardholder names for each transaction.

Here's how:

1. Log in to your Stripe Dashboard.  

2. Enter the reference number in the search bar.  

3. Click on the payment to view details and find the associated email or name in the Customer or Payment Details section.

If you have multiple payments for the same amount, for example, $150 for a service call, using the list view is more helpful.

Follow these steps:

1. Go to Payments and select All payments.
2. Check the payment date and time, and cross-reference with when your client notified you or when the service was scheduled.
3. Use the Filter button to organise by Amount to view identical fees together for inspection.

To prevent this moving forward, I recommend checking your payment integration settings. Most booking or invoicing tools allow you to automatically map the Customer Name or Invoice Number to the Stripe Description field. This way, the name appears right in your main 'All Payments' list without you having to search for reference numbers at all.

Please let us know if you need any further assistance.