Accounts Overview

The Customer Account window provides a centralized place to view and manage personal and billing information about your customers. For each account, you can view the history of Subscriptions, services, and transactions (including invoices, payments, and adjustments), and useful metrics (such as, monthly recurring revenue) for that customer. Additionally, you can perform common tasks, such as managing contact information, and creating payments and adjustments directly in the customer account. A customer account can have more than one billing account associated with it.

Customers, accounts, and orders can also be created in the Customer Billing application. Refer to Customer Billing for more information.

Gotransverse has two types of customer accounts:

Personal Accounts — The account information collected is intended for personal use with a single account holder in mind.
Enterprise Accounts — The account information collected is intended for business use with additional fields you would not collect for a personal account, such as Tax ID.

After you create either a personal or enterprise account, you have the option to create an order for the account. If you create an order at this time, a billing account is automatically created for the new account. You can also create a new billing account for the account by creating a new order for the account from the Account search results (refer to Create New Order for more information).

Search for an account to locate and view account information. Refer to Account Search Module for more information.

The Account window includes the following sections:

Billing Account Details — This section includes a general overview of the account, including status, invoicing, and balance information. You also have the option to display graphs that show key performance metrics.
Custom Fields — Depending on your configuration, lists user-defined fields and the data they contain. If no account custom fields were configured, this section will not contain any information. Custom fields are created and managed in the Setup application. Refer to Custom Fields Module in the Setup section of this user guide for more information on creating and working with custom fields.
Billing Schedules — Set a customer-specified date for billing recurring charges so your customer is invoiced on specific dates. Billing can be scheduled on a weekly or monthly recurring basis, for example, every Wednesday or the 10th day of each month.
Services — A list of services, details of the Subscriptions, and Add-On products associated with this account.
Price Groups — A list of product Prices Groups that have been created and associated with the account. Select a Price Group to open a Price Group details window in the Products application. Refer to Product Price Groups Module in the Products section of this user guide for more information on creating and working with price groups, as well as the Knowledge Base article on Price Groups for more details about types of price groups, pricing strategies, and usage discount schedules.
Prepaid Balances — The balance of the prepaid funds used by Subscription usage. The prepaid balance is reduced by usage charges. The user can recharge the prepaid balance by ordering additional prepaid products. Additionally, adjustments can be made to the prepaid balance to either increase or decrease the stored prepaid value.

A prepaid register to consume and fund a prepaid balance must be created in the Products application’s Register Types Module.
In addition, negative onetime charges from a product configured to fund a prepaid balance will be allowed if the resulting register balance falls below zero can be set with an Order system setting (refer to Order System Settings Knowledge Base article topic).
One-Time Product Purchases — A list of products the customer purchased that resulted in a one-time charge rather than a recurring charge. Refer to Products and Configure Product Pricing for more information about products with a one-time charge.
Debit Adjustments — A list of debit adjustments that have been made to the customer's account. Debit adjustments can be made manually in this section. An adjustment does not actually remove funds to the customer's credit card. Rather, the credit is reflected in the account balance.
Credit Adjustments — A list of credit adjustments that have been made to the customer's account. Credit adjustments can be made manually in this section. An adjustment does not actually return funds to the customer's credit card. Rather, the credit is reflected in the account balance.
Account Notifications — A list of all the notifications sent to the customer. Notifications are managed in the Setup application. Refer to Notification Management Module for more information.
Bill Batches— A list of bill batches created for this customer. Bill batches are created when a manual invoice is generated manually or automatically. In some instances a bill batch needs to be approved before the invoice is posted. Use this section to find bill batches that may need to be approved, edited, or deleted. Refer to Billing Management Module for more information.
Invoices — List of invoices that have been sent to the customer. If there are no invoices for this account, this section is not visible. Invoices are created when the bill cycle runs once the bill cycle run is approved. An invoice can be created before the next bill cycle run by performing On Demand Billing.
Scheduled Charges — A list of scheduled one-time or recurring charges. Scheduled one-time and recurring charges can be canceled. Upon cancellation, all scheduled charges that have not been invoiced will not be charged to the customer. Scheduled charges that have already been invoiced cannot be canceled. If there are no scheduled charges for this account, this section is not visible. Scheduled charges are configured when an order is created in either the Customer Billing application (refer to Orders Module) or the Accounts application (refer to Create New Order). Also refer to Pending Charges Details or One-Time Product Purchases for information on viewing scheduled charges.
Payments — A list of payments made for the account. You can apply a payment to the customer's account directly from this window.
Payment Methods — A list of saved payment methods added to the account to use for payments or auto-payments. A payment method is a saved form of payment for a billing account that can be selected when executing a payment. A billing account can have multiple payment methods. One of those payment methods can be designated as the auto-payment method. The auto-payment method for a billing account is the default payment method used when automatic payments are initiated. Payment methods are managed in either the Customer Billing application (refer to Payment Methods) or the Admin application via a payment gateway (refer to Payment Methods).
Auto-Payments — A historical listing of all payments made. The details include payment method and the associated invoices where payments have been applied. If the customer uses a credit card to pay the invoice, then the authorization code is also displayed. You can execute and apply a payment directly from this window.
Orders — Details on all the customer's orders. You can create a new order or search through existing orders. Refer to Order Search Module for more information on searching for and creating orders.
Contacts — The addresses, phone numbers, and email addresses of the customer or responsible party. You can associate multiple addresses, phone numbers, and email addresses with a customer. This information can be updated at any time. Contacts can be added to an account in either the Customer Billing application (refer to Contacts) or when an account is created in the Accounts application (refer to Add New Personal Account or Add New Enterprise Account).
Notes — Documentation of contact with the customer or other relevant information associated with the account.
History — Lists the history of the account, including any changes to the status, addresses, and any custom fields that might be configured. Click the Filter button to filter the data in this section and selecting the type of change for which you are looking. You can view, but not change, the information in the History section.

Refer to the following topics for additional information about working with accounts:

Topic updated: 05/2024.