Accounts contain all data pertinent to a customer. This includes the number of successful subscriptions they have had, when the account was created and if the account has been deleted.
Metrics, such as the lifetime-value, are also calculated on the account level.
Many actions can be launched from the BillForward UI account page. These include issuing credit, starting a new subscription, or issuing a refund. A history of all subscriptions, payments, and invoices can be retrieved from the account page.
Profiles & Addresses
Every account has a profile with one or more addresses.
The profile contains the customer’s contact details such as e-mail, first and last name and contact information. Any contact information stored on the profile is added to the e-mail template on the top right. The customers logo will be added at the top of the invoice template if specified; it’s also rendered in the BillForward UI to help identification. Note – The dob and email field are not added to the invoice template.
The profile contains a list of addresses. These addresses are used to designate the billing and service location. If the primaryAddress flag is set this will be used for automatic tax calculations, for example the application of VAT. The primary address will also be added onto the invoice.