Billing
- Accounts
  - Account Lifecycle and Best Practices
  - Working with Accounts
  - Viewing Account Info
    - Account Details Pane
    - Account Communication Pane
      Account data that allows you to contact the customer.
    - Account Payment Methods Pane
      Payment Methods are the means by which a customer pays for purchases or in other words the account covers its transactions. Defined Payment methods are listed in the order of their preferred use.
    - Account Subscriptions Pane
      A list of the subscriptions associated with this customer account.
    - Account Subscription Transactions Pane
      The recent transactions belonging to the Specific Subscription. By default, 10 results appear.
    - Account One Time Transactions Pane
      One time Purchases made by this customer. This pane also displays validation Transactions.
    - Account Payment History Pane
      The Payment History pane serves to display past currency payments performed by this customer including cancelled or void transactions.
    - Account Invoices Pane
      An invoice is a generated, visual representation of a particular billing. This is a list of the invoices generated for this Account. Use the page controls at the top of the pane to scroll to previous invoices. By default, 10 results appear.
    - Account Entitlements Pane
      Account level Entitlements are IDs identifying the purchased product or billing plan and providing access to it by account. These usually refer to One-time purchases rather than subscription purchases that would be entitled as part of the subscription.
    - Account Credits Pane
      Subscribe allows you to grant or revoke currency Credits to Accounts and Subscriptions. You can also grant Tokens to directly to Accounts, when purchasing a Product, or for Subscriptions when a transaction is processed. Subscribe automatically deducts available Credits of the same type from the corresponding Subscription or Account before billing the designated Payment Method for the remaining balance.
    - Account Sales Tax Exemptions Pane
      Account-specific tax exemption based on country jurisdiction and code. Multiple tax exemptions are supported per account. When a customer with a tax exemption purchases a taxable product, Subscribe will not charge taxes if there is a tax exemption on the account for the applicable country or region.
    - Child Accounts Pane
      Subscribe supports a two-level account hierarchy letting you establish parent and child accounts. This is to allow for customers who use your product or service as a family. A parent account can have multiple child accounts that share the parent account’s payment method. Parent/child accounts can also use different payment methods.
    - Account Child Subscriptions Pane
      Lists the child account subscriptions.
    - Account Activity History Pane
      Activity log of actions performed for the account, including payments made, email notifications sent, changes to the account or its subscriptions when invoked by API, or Notes entered against the account.
- Subscriptions
- Chargebacks
- Transactions
- Invoices

Viewing Account Info

Accounts hold all the customer data regardless of where it was created. They serve as a central place to view all the customer data.

To locate a specific Account, go to Billing > Accounts.
The Account Filter page appears.
Do one of the following:
- For a new session: search according to relevant data in the key search fields, displayed with a light blue background. At least one key search field (with a blue background) must be used in order to search. Click Apply.
- For a session in which you've previously searched: click Change Query and search according to relevant data in the key search fields, displayed with a light blue background. At least one key search field (with a blue background) must be used in order to search. Click Apply.
A list of the results appears
Note:
- The Accounts page displays the 500 most recent results. To view more results, run the Account Entitlement Detail Report in Subscribe Reports located under the Insights menu.
- If the search returns only one result, the details page opens immediately.
- Some details may appear in several accounts such as a phone number or email that may appear in a parent and child account.
To view the account page, click the Account listing ID field.
The specific account page appears.
View and understand the account data. Refer to the tables below for guidance regarding the fields.
For an existing Account, you can apply a currency credit to the Account by clicking the Grant Credit button that appears in the Actions panel and filling in the relevant details.
For an existing Account, you can add a child to the Account by clicking the Add Child button that appears in the Actions panel.
For an Existing Account, you can set up a new Subscription for the Account by clicking the New Subscription button that appears in the Actions panel and filling in the relevant details..