Account Details Pane

Field	Guidance	Relevancy
ID	Your unique identifier for this customer such as the database ID. The ID is a string of up to 1024 bytes with digits, characters and special symbols support such as anonymoususer1234@yourcompany.edu Note: use of the forward slash character (/) in merchant identifiers is not allowed.	Required
Name	Customer’s full name—typically corresponds to the name associated with the payment method on the account.	Optional
Company	Name of the company the customer is associated with.	Optional
Email	Email address associated with this account. If provided, the email address is used by Subscribe to send billing notifications. Note: Providing a value for the email fields is recommended.	Optional
Email Style	Format of email notifications sent to the customer. Select the option from the dropdown menu: html—email is sent in HTML format plaintext—text is sent as plain text	Optional
Email Before Billing	Indicates whether to send pre-billing notifications to the customer prior to automatic subscription-period renewal. Toggle right for Yes or left for No. By default, set to No. Note: This setting only affects Subscribe pre-billing notifications. Other notifications such as Success, Expiration, and failure messages, are independent of this setting.	Optional
Language	Select from the dropdown menu the supported language. These are Two- or three-character IANA sub-tag registry language codes. Subscribe uses this setting to determine which of its email templates to use when sending notification messages to the customers. Note: Subscribe supports both ISO 639 and IANA language codes, Vindicia recommends using IANA codes.	Optional
Currency	The currency you specify becomes the default currency for the account. Subscribe uses these when you send in a one- time Transaction or Subscription without specifying a currency. Only one currency can be selected per account. Note: At your request, Client Services can define a Global default currency for your business. Place your cursor in the box and select the relevant Currency. To search, enter the relevant letters in the search box. When you do not specify a currency, Subscribe determines the currency to use by proceeding from the specific to the general, in the following order: Transaction Subscription Account Global (merchant) default Vindicia default - USD	Optional
Tax Type	Customer account-level tax exemption code. Overrides any individual exemptions defined for the account and instructs the tax engine to tax according to the matching predefined taxability profile (usually fully or partially tax exempt).	Optional
External ID	An optional unique ID you can use in place of the merchantAccountId, or in conjunction with it by mapping the merchantAccountId to your merchant-facing Interface, and the externalId to your external billing system. Tip: Best Practice is to use this field when you have two external (non-Subscribe) systems using two different identification schemes for the same customer. Note that the externalId must be unique or null in the Vindicia system. Attempting to create an Account with an existing externalId will return a Failed response to an update Account API call with no specific error.	Optional
Shipping Address and Phone Number	Used for shipping a product to the customer but can also be used in the calculation of applicable taxes. Merchants who charge taxes typically use the shipping address as the first choice because that is the location where the product will most likely be used. If a shipping address is not provided, the billing address associated with the payment method is used for tax calculation.	Optional
When viewing the Account Details Panel
Account Since	An automatic entry created by the system indicating when the account was created.	N/A
Parent	If this is a child account that is linked to a parent account, the Parent's account ID appears here. Click it to open the Parent account.	N/A
Amount Due	The amount due on the customer account. If no value appears, there is no amount due currently.	N/A
Past Due	Amount that is overdue from previous billing periods. If no value appears, there is no outstanding debt for the account	N/A
Currency	The default currency on the account displaying the country flag and name.	N/A
Subscriptions	Number of subscriptions on the account. Click the number to jump to the Subscriptions Pane.	N/A
Children	The number of accounts linked to this account. Click the number to jump to the Child Accounts Pane.	N/A

ID

Your unique identifier for this customer such as the database ID. The ID is a string of up to 1024 bytes with digits, characters and special symbols support such as anonymoususer1234@yourcompany.edu

Note: use of the forward slash character (/) in merchant identifiers is not allowed.

Required

Name

Customer’s full name—typically corresponds to the name associated with the payment method on the account.

Optional

Company

Name of the company the customer is associated with.

Optional

Email

Email address associated with this account. If provided, the email address is used by Subscribe to send billing notifications.

Note: Providing a value for the email fields is recommended.

Optional

Email Style

Format of email notifications sent to the customer.

Select the option from the dropdown menu:

html—email is sent in HTML format
plaintext—text is sent as plain text

Optional

Email Before Billing

Indicates whether to send pre-billing notifications to the customer prior to automatic subscription-period renewal. Toggle right for Yes or left for No. By default, set to No.

Note: This setting only affects Subscribe pre-billing notifications. Other notifications such as Success, Expiration, and failure messages, are independent of this setting.

Optional

Language

Select from the dropdown menu the supported language. These are Two- or three-character IANA sub-tag registry language codes. Subscribe uses this setting to determine which of its email templates to use when sending notification messages to the customers.

Note:

Subscribe supports both ISO 639 and IANA language codes, Vindicia recommends using IANA codes.

Optional

Currency

The currency you specify becomes the default currency for the account. Subscribe uses these when you send in a one- time Transaction or Subscription without specifying a currency. Only one currency can be selected per account.

Note: At your request, Client Services can define a Global default currency for your business.

Place your cursor in the box and select the relevant Currency. To search, enter the relevant letters in the search box.

When you do not specify a currency, Subscribe determines the currency to use by proceeding from the specific to the general, in the following order:

Transaction
Subscription
Account
Global (merchant) default
Vindicia default - USD

Optional

Tax Type

Customer account-level tax exemption code. Overrides any individual exemptions defined for the account and instructs the tax engine to tax according to the matching predefined taxability profile (usually fully or partially tax exempt).

Optional

External ID

An optional unique ID you can use in place of the merchantAccountId, or in conjunction with it by mapping the merchantAccountId to your merchant-facing Interface, and the externalId to your external billing system.

Tip: Best Practice is to use this field when you have two external (non-Subscribe) systems using two different identification schemes for the same customer. Note that the externalId must be unique or null in the Vindicia system. Attempting to create an Account with an existing externalId will return a Failed response to an update Account API call with no specific error.

Optional

Shipping Address and Phone Number

Used for shipping a product to the customer but can also be used in the calculation of applicable taxes. Merchants who charge taxes typically use the shipping address as the first choice because that is the location where the product will most likely be used. If a shipping address is not provided, the billing address associated with the payment method is used for tax calculation.

Optional

When viewing the Account Details Panel

Account Since

An automatic entry created by the system indicating when the account was created.

N/A

Parent

If this is a child account that is linked to a parent account, the Parent's account ID appears here. Click it to open the Parent account.

N/A

Amount Due

The amount due on the customer account. If no value appears, there is no amount due currently.

N/A

Past Due

Amount that is overdue from previous billing periods. If no value appears, there is no outstanding debt for the account

N/A

Currency

The default currency on the account displaying the country flag and name.

N/A

Subscriptions

Number of subscriptions on the account. Click the number to jump to the Subscriptions Pane.

N/A

Children

The number of accounts linked to this account. Click the number to jump to the Child Accounts Pane.

N/A