Create an Account

Account Details

1. Client Account ID: A custom identifier that is used to distinguish this account from others.
2. Account Status:
   • Active: The account is in good standing.
   • Registered Pending Activation: The account has been registered but the account contact has not yet responded to the account activation email.
   • Permanent: The account is marked as permanent and no Plans under the account will be invoiced.
3. Parent Account Number: A Parent Account Number is required when creating a child account as this creates a link between the accounts.
   If you entered a parent account number, when you assign the Master Plan to the new account, you will need to:
   • specify the billing responsibility level; and
   • from the displayed list of self pay Master Plan Instances (MPIs), select the MPI that will have payment responsibility for the child account's Master Plan.
   For more information, please see the important notes about parent‐child accounts.
4. User ID: The User ID on the account.
5. Password: The password on the account.
6. Security Question: This is used for security purposes and is a unique question provided to the account holder.
7. Security Answer: This is used for security purposes and is a unique answer that the account holder must provider.
8. Currency: The currency that is associated with the account for billing purposes.
9. Account Notification Method: The selected notification method is used to notify the account holder of important account related matters.
10. Rev-rec Profile: This is used to assign the revenue recognition profile to the account.
11. Locale: You can assign a locale to an account so translated Product Catalog values display in that language for your customers.
12. Invoicing Options:
    • Perform full invoicing
    • Perform prorated invoicing
    • Use client default configuration setting
    • None
13. Alternate Billing Day: A specified date other than the account's anniversary date, on which the account is billed.
14. Alternate Billing Start Date: A specified date, other than the account's anniversary date, on which charges start applying to the account.
15. Retroactive Billing Start Date: A specified date in the past from which the account should be billed. This date should be within one billing interval of the assigned Plan. For example, if the current date is August 1, 2015 and the assigned Plan has an annual billing interval, then the retroactive billing date cannot be before August 1, 2014. Note that retroactive start dates cannot be combined with Plan rollovers.
16. Purchase Order Number: The purchase order number that authorizes billing to the account.
17. Alternate Message Template: This is the email template assigned to the account.
18. Account Coupons: Coupons configured to apply at the Account level will be selectable from the drop down list.
19. Account Surcharges: Surcharges configured to apply at the Account level will be selectable from the drop down list.
20. Surcharge Rate Schedule: Once the Accounts Surcharge has been selected, this drop-down will populate with the associated rate schedule options.
21. Functional Account Group: A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.
22. Collection Account Group: A collections account group allows you to specify that financial transactions conducted with specific groups of accounts are completed with a particular payment gateway or combination of payment gateway and merchant account.

Account Contact

The Account Contact section of the Create New Account screen contains fields that capture the account holder's basic contact information. Refer to the below screenshot for a basic understanding of how to complete these fields in this section.

Clicking the Assign Contact link below the fields listed above opens the panel shown in the blue box below.

When you finish filling in the fields for the contact you are creating, click the Assign button. The New Contact panel will close, and a Manage Contact link replaces the Assign Contact link. Click it to update the contact.

Once you create a new contact, you can easily assign that contact as a Billing Contact.

Account Fields

Plans

Can an Account be Deleted?