Billing
- Accounts
  - Account Lifecycle and Best Practices
  - Working with Accounts
    - Account Details Pane
    - 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.
    - 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 Add Payment Method Pane
    - Custom Data
      Custom data lets you store merchant-specific data to Products, Rate Plans, Billing Plans, Season Sets, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.
    - Grant Credit to the Account
      You can grant currency or token credits to an account using this page. Typically this is done in response to a customer service call. Account-based credits will be consumed by the next transaction that uses the currency or token on the account, either a subscription renewal transaction or a one-time purchase transaction. Credits granted to a subscription will be used first before account credits.
    - Revoke Credit
      You can revoke or take back all or some of the credit that was granted that has not been used.
    - Add Child to the Account
      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 GDPR Erase
  - Viewing Account Info
- Subscriptions
- Chargebacks
- Transactions
- Invoices

Working with Accounts

Select your starting point from the following options:
- To create a new account, click the + New button and select Account.
- To edit an existing account, select the relevant existing account from Billing > Accounts and click Edit.
  Note: When filtering for specific accounts, use at least one key field (blue background) in the filter. The 500 most recent results are returned. For more details, see Filtering Accounts in Subscribe.
- To duplicate an account, find the account you'd like to duplicate from Billing > Accounts. Click the 3 dot Actions menu to the right and select Duplicate.
The Account page appears.
Define the Account fields as needed. Refer to the tables below for guidance regarding the fields.
When you're done, click Save or Update.
You can return and continue editing the saved Account at any time.
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..
Merchant users with the Super User role can permanently delete accounts with no active subscriptions by clicking GDPR Erase. For more details, see Account GDPR Erase.