Account Management
- Account Management Concepts
- Account Holder Billing Cycle
- Account Management Overview
- Account Overview Screen
- Account Registration Best Practices
- Account Statuses
- Change an Account’s Status
- Determining Which Master Plan Instances Invoice Together
- Fraud Protection
- Instant Payment Notification
- Permanent Accounts
- Plan Instance Statuses
- Purchase Orders
- Search for an Account
- Subscription Portability
- Transactions
- Create an Account
- This article provides instructions for creating an account.
- Add a Payment Method to a Master Plan Instance During Account Creation
- Add a Payment Term to a Master Plan Instance
- Add a Supplemental Plan to a Master Plan Instance
- Assign an Account to a Legal Entity
- Assign a Master Plan Instance During Account Creation
- Basic Registration Use Case
- Delete an Account's Personal Data
- Master Plan Instances
- A Master Plan Instance acts as a container for billable and non-billable services.
- Plans Overview
- Add a New Master Plan Instance to an Existing Account
- Add a Payment Method to an Existing Master Plan Instance
- Change a Plan Instance's Status
- Change Plan Instance Units
- Create a Billing Group
- Master Plan Instance Details
- Plan Unit Instances
- Remove a Master Plan Instance
- Replace a Plan on a Master Plan Instance
- Update a Plan Instance's Rate Schedule
- View and Modify Queued Plan Changes
- Account Groups
- There are two types of account groups to which you can add a customer: Collections Account Groups and Functional Account Groups.
- Add an Account to a Collections Account Group
- Add an Account to a Functional Account Group
- Add a Customer to a Sequence Group
- API Calls for Working with Client Group IDs
- Card-Present Transactions
- Collection Groups Overview
- Complete Client Defined Fields
- Defer or Unapply a Payment
- Electronic Payment Collection
- Make a Payment
- Process Card-Present Transactions for Chase Paymentech
- Tokenized Credit Cards
- Surcharges
- Surcharges enable you to charge customers additional fees.