Viewing Account Info

Accounts hold all the customer data regardless of where it was created. They serve as a central place to view all the customer data.

To locate a specific Account, go to Billing > Accounts. The Account Filter page appears.
Do one of the following:
- For a new session: search according to relevant data in the key search fields, displayed with a light blue background. At least one key search field (with a blue background) must be used in order to search. Click Apply.
- For a session in which you’ve previously searched: click Change Query and search according to relevant data in the key search fields, displayed with a light blue background. At least one key search field (with a blue background) must be used in order to search. Click Apply. A list of the results appears
Note:
- The Accounts page displays the 500 most recent results. To view more results, run the Account Entitlement Detail Report in Subscribe Reports located under the Insights menu.
- If the search returns only one result, the details page opens immediately.
- Some details may appear in several accounts such as a phone number or email that may appear in a parent and child account.
To view the account page, click the Account listing ID field. The specific account page appears.
View and understand the account data. Refer to the tables below for guidance regarding the fields.
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..

Account Details Pane
Account Communication Pane
Account data that allows you to contact the customer.
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 Subscriptions Pane
A list of the subscriptions associated with this customer account.
Account Subscription Transactions Pane
The recent transactions belonging to the Specific Subscription. By default, 10 results appear.
Account One Time Transactions Pane
One time Purchases made by this customer. This pane also displays validation Transactions.
Account Payment History Pane
The Payment History pane serves to display past currency payments performed by this customer including cancelled or void transactions.
Account Invoices Pane
An invoice is a generated, visual representation of a particular billing. This is a list of the invoices generated for this Account. Use the page controls at the top of the pane to scroll to previous invoices. By default, 10 results appear.
Account Entitlements Pane
Account level Entitlements are IDs identifying the purchased product or billing plan and providing access to it by account. These usually refer to One-time purchases rather than subscription purchases that would be entitled as part of the subscription.
Account Credits Pane
Subscribe allows you to grant or revoke currency Credits to Accounts and Subscriptions. You can also grant Tokens to directly to Accounts, when purchasing a Product, or for Subscriptions when a transaction is processed. Subscribe automatically deducts available Credits of the same type from the corresponding Subscription or Account before billing the designated Payment Method for the remaining balance.
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.
Child Accounts Pane
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 Child Subscriptions Pane
Lists the child account subscriptions.
Account Activity History Pane
Activity log of actions performed for the account, including payments made, email notifications sent, changes to the account or its subscriptions when invoked by API, or Notes entered against the account.

Parent topic:Accounts

Account Details Pane

Field	Guidance	Relevancy
ID	Your unique identifier for this customer such as the database ID. The ID is a string of up to 1024 bytes with digits, characters and special symbols support such as anonymoususer1234@yourcompany.edu Note: use of the forward slash character (/) in merchant identifiers is not allowed.	Required
Name	Customer’s full name—typically corresponds to the name associated with the payment method on the account.	Optional
Company	Name of the company the customer is associated with.	Optional
Email	Email address associated with this account. If provided, the email address is used by Subscribe to send billing notifications. Note: Providing a value for the email fields is recommended.	Optional
Email Style	Format of email notifications sent to the customer. Select the option from the dropdown menu: - html—email is sent in HTML format - plaintext—text is sent as plain text	Optional
Email Before Billing	Indicates whether to send pre-billing notifications to the customer prior to automatic subscription-period renewal. Toggle right for Yes or left for No. By default, set to No.Note: This setting only affects Subscribe pre-billing notifications. Other notifications such as Success, Expiration, and failure messages, are independent of this setting.	Optional
Language	Select from the dropdown menu the supported language. These are Two- or three-character IANA sub-tag registry language codes. Subscribe uses this setting to determine which of its email templates to use when sending notification messages to the customers.Note: Subscribe supports both ISO 639 and IANA language codes, Vindicia recommends using IANA codes.	Optional
Currency	The currency you specify becomes the default currency for the account. Subscribe uses these when you send in a one- time Transaction or Subscription without specifying a currency. Only one currency can be selected per account. Note: At your request, Client Services can define a Global default currency for your business. Place your cursor in the box and select the relevant Currency. To search, enter the relevant letters in the search box.When you do not specify a currency, Subscribe determines the currency to use by proceeding from the specific to the general, in the following order: 1. Transaction 2. Subscription 3. Account 4. Global (merchant) default 5. Vindicia default - USD	Optional
Tax Type	Customer account-level tax exemption code. Overrides any individual exemptions defined for the account and instructs the tax engine to tax according to the matching predefined taxability profile (usually fully or partially tax exempt).	Optional
External ID	An optional unique ID you can use in place of the merchantAccountId, or in conjunction with it by mapping the merchantAccountId to your merchant-facing Interface, and the externalId to your external billing system.Tip: Best Practice is to use this field when you have two external (non-Subscribe) systems using two different identification schemes for the same customer. Note that the externalId must be unique or null in the Vindicia system. Attempting to create an Account with an existing externalId will return a Failed response to an update Account API call with no specific error.	Optional
Shipping Address and Phone Number	Used for shipping a product to the customer but can also be used in the calculation of applicable taxes. Merchants who charge taxes typically use the shipping address as the first choice because that is the location where the product will most likely be used. If a shipping address is not provided, the billing address associated with the payment method is used for tax calculation.	Optional
When viewing the Account Details Panel
Account Since	An automatic entry created by the system indicating when the account was created.	N/A
Parent	If this is a child account that is linked to a parent account, the Parent’s account ID appears here. Click it to open the Parent account.	N/A
Amount Due	The amount due on the customer account. If no value appears, there is no amount due currently.	N/A
Past Due	Amount that is overdue from previous billing periods. If no value appears, there is no outstanding debt for the account	N/A
Currency	The default currency on the account displaying the country flag and name.	N/A
Subscriptions	Number of subscriptions on the account. Click the number to jump to the Subscriptions Pane. For more details on Subscriptions, refer to Account Subscriptions Pane	N/A
Children	The number of accounts linked to this account. Click the number to jump to the Child Accounts Pane. For more details on Child Accounts, refer to Child Accounts Pane	N/A
Parent topic:Viewing Account Info

Account Communication Pane

Account data that allows you to contact the customer.

Field	Guidance	Relevancy
Email	Email address associated with the account. If provided, the email address is used by Subscribe to send billing notifications.	Optional
Language	Two- or three-character IANA sub-tag registry standard language code corresponding to languages that have been loaded by the merchant into the system. Subscribe uses this setting to determine which of its email templates to use when sending a notification message to the customer.Note: Subscribe supports both ISO 639 and IANA language codes, Vindicia recommends using IANA codes.	Optional
Email Style	Format of email notifications sent to the customer. Tip: Remember that an invoice template must be predefined in the system in order to send out invoices.	Optional
Email Before Billing	Indicates whether to send pre-billing notifications to the customer prior to automatic subscription-period renewal.Note: This setting only affects Subscribe pre-billing notifications. Other notifications such as Success, Expiration, and failure messages, are independent of this setting.	Optional
Phone	The customer’s phone number associated with the account.	Optional
Shipping Address	Used for shipping a product to the customer but can also be used in the calculation of applicable taxes. Merchants who charge taxes typically use the shipping address as the first choice because that is likely the location where the product will be used. If a shipping address is not provided, the billing address associated with the payment method is used.	Optional
Parent topic:Viewing Account Info

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.

Field	Guidance	Relevancy
Editing Account Payment Methods Panel
Add Payment Method	To add a new Payment Method, click the button. The first Payment method entered is designated the default Account Payment method. The following Payment methods can be added in the Portal: - Credit card - ECP - External Billing - Direct Debit - Carrier Billing - Merchant Accepted Payment - Military Star - Boleto	Optional
Make Primary	To make a Payment method the primary one to charge, click the 3 dot Actions menu to the right of the payment method entry and select Make Primary. The Payment Method entry becomes the primary one on the account.	Optional
Edit	To modify the Payment method, click the 3 dot Actions menu to the right of the payment method entry and select Edit. The Update Payment Method screen appears. If you are only making changes to Payment Method-related fields, the View mode of the Accounts screen appears when changes are successfully submitted.	Optional
Duplicate	To duplicate a Payment method, click the 3 dot Actions menu to the right of the payment method entry and select Duplicate. The Add Payment Method screen appears.	Optional
Delete	To remove a Payment method, click the 3 dot Actions menu to the right of the line and select Delete. The Payment Method entry is removed.Note: Payment Methods that are used in a subscription can’t be deleted.	Optional
Viewing the Payment Methods Pane
Payment Method	Use the arrow to expand the Payment Method details. The payment Method attributes are displayed. Numbers are masked where required.	Optional
Payment Method Custom Data	Displays merchant-defined custom data (Name -Value pairs) originating from the API related to the payment method.	Read-only
Primary	Denotes whether payment method is the primary payment method with a value of Yes or No.	Read-only
Credit Card	- Card Number: the Masked credit card account number. - Card Expiration: Month and Year of card expiration. - Billing Address: The credit card holder billing name and address. - Card Type: The name of the credit card network.	Credit Cards can be viewed and added via the Portal
For Payment Method Type > Credit Card:Account Updater	- Last Request: Date when the last request was sent to Account Updater. - Last Updated: Date when the credit card was updated by Account Updater. - Response Code: Account Updater response code for the credit card. - Message: Message from Account Updater. When Account Updater information is not available, No Account Updater Activity for this Card appears.	Read-only
ECP— (Electronic Check Payment)/ACH	- Account: the bank account number, masked. - Routing Number: the Bank Routing Number.	ECP can be viewed and added via the Portal
External Billing	- ID: The payment method unique ID - Bill Receiver: The payment provider. - Payment Channel: The customer paymentChannelId in the billing system. - Financial Account: The customer financial Account ID in the External Billing system.	External Billing can be viewed and added via the Portal
Direct Debit	- ID: The payment method unique ID - Account Number: the customer’s bank Account Number, masked. - Country: The country in which the related bank account is located. - Billing Address: The bank account holder billing name and address.	Direct Debit can be viewed and added via the Portal
Military Star	- Account Number: The MilitaryStar account number.. - CID Number: The Customer Identification Number, masked.	Military Star can be viewed and added via the Portal
Boleto	- Fiscal Number: The fiscal number that appears on the customer’s Boleto Bancário payment slip. This number is formally called Casadastro de Pessoas	Boleto can be viewed and added via the Portal
Merchant Accepted Payment	- Payment ID: The merchant’s payment ID. Only digits are supported. - Last digits: The last digits of the account number. - Billing Address: The account holder billing name and address.	Merchant Accepted Payment can be viewed and added via the Portal
PayPal	- ID: The payment method unique ID - PAYPAL Email: Email address used by the customer for the Paypal account - Paypal Payer ID: PayerID for Paypal account - Request Reference ID: A field indicating whether the reference ID was requested. - PAYPAL Reference ID: Reference ID for payment, the Billing Agreement ID or Reference Transaction ID associated with a PayPal Billing Agreement.	Only available for viewing. Adding a PayPal payment method is available via API.
Venmo	- Venmo Username: The customer’s Venmo username. - Venmo Merchant Customer ID: A unique merchant identification for the Venmo account. - Venmo User ID: Venmo’s user id for the customer.	Only available for viewing. Adding a Venmo payment method is available via API.
Apple Pay	- Payment Instrument Name: The payment details for the payment method used in Apple Pay. - ID:The unique ID of the Apple Pay payment method. - Expiration Date: The expiration date of the credit card used for Apple Pay.	Only available for viewing. Adding an Apple Pay payment method is available via API.
Hosted Page	- Payment Provider: The payment provider selected for the Transaction. - Country Code: The country code where the payment is processed - Return URL: The redirect URL after a successful payment. - Language: The ISO 639-1 language matrix code for the payment pages. - Payment Details: Notes or details provided by the hosted page as part of the payment. - Billing Agreement: When supported, this is the token used to rebill the payment method in the future.	Only available for viewing. Adding a Hosted Page payment method is available via API.
Amazon Pay	- ID: The payment method unique ID - Buyer Name: The name Amazon associates with the billing agreement identifier. - Buyer Email: The email Amazon associates with the billing agreement identifier. - Billing Agreement ID: The Amazon billing agreement identifier. This value is returned by the OffAmazonPayments getAmazonBillingAgreementId API call - Address: The billing address Amazon associates with the buyer’s payment method.	Only available for viewing. Adding an Amazon Pay payment method is available via API.
Google Pay	- ID: The payment method unique ID - Address: The billing address associated with the Google Pay customer.	Only available for viewing. Adding a Google Pay payment method is available via API.
Token	- Token Type: This is the name of the token type for the payment method as defined in Catalog > Tokens - Token Description: This is the Token’s detailed description. - Token Balance: The customer’s Token amount.	Only available for viewing. Adding a Token payment method is available via API.
Parent topic:Viewing Account Info

Account Subscriptions Pane

A list of the subscriptions associated with this customer account.

Field	Guidance	Relevancy
Subscription list	Use the arrow to expand the Subscription details.	Optional
See all Subscriptions…	If the Subscription list for the customer’s account is very long, a link to access the full Subscription listing is provided.	Automatic
ID	The unique identifier for the Subscription. Click the Subscription ID to access the relevant Subscription page	Required
Billing Plan	The Billing Plan associated with the subscription. The billing plan serves as the scheduling plan for the subscription.When the Subscription is expanded, you can click the Billing Plan ID to access the relevant Billing Plan page.	Automatic
Product	The product (also know as Subscription Item) associated with the subscription. The Product Description is used by default (English version). If several products are associated with the Subscription, they appear as a row separated by commas. Note: If the Product does not include a description, the Product ID is displayed.	Automatic
Status	The current service status of the subscription. - Active: The Subscription is actively granting entitled service and billing in accordance with the assigned Billing Plan and associated Subscription Items. - Cancelled: The Subscription is no longer actively granting service. It has been cancelled due to user, merchant, or system action—for example, the customer has opted out of recurring billing or canceled the service; API calls to cancel the subscription or stop billing on the Customer have been made; or if a chargeback is received against a transaction generated by the Subscription. Cancelled is a terminal and permanent status. The Billing condition of this Subscription is clarified by the current Billing State. Note that the customer who owns the Subscription is entitled until the Subscription’s end-date. - Deleted: The Subscription was administratively removed—the content of this status can only be displayed in custom and specialty reports. - Expired: The Subscription is no longer actively granting service—its fixed or non-recurring plan has ended and no further billing is scheduled or possible. - Legacy Suspended: This status is used in limited scenarios for legacy Subscriptions that ended with a Hard Fail status but which did not otherwise meet the conditions of the new status values. - Pending Activation: The Subscription has been fully created, has a start date that is in the future, and has not yet granted entitled service and is not yet billing. The Subscription start date can still be changed. - Pending Cancel: The Subscription is Active but scheduled for cancellation. The Subscription will leave active service at the current end date. - Processing: The Subscription is newly created and still being administratively defined. It is not currently providing entitled service and is not yet billing. Typically this status will be followed by Pending Activation where the Subscription has been completely created but has a future start date and is not yet entitled or billing. - Upgraded: A terminal status given to an older version of a Subscription that has been explicitly transitioned using the AutoBill.upgrade() API method. - Pending Pause: The Subscription is Active but scheduled for pause. The Subscription will be paused on the next pause start date. It will remain paused with no end date. - Paused: The Subscription is no longer actively granting service or being billed. If no other action is taken upon the Subscription (resume is not performed), it will remain paused for 5 years, and then automatically move to cancelled status.	Automatic
Billing Status	The billing status presents the financial billing condition of the Subscription. When used in combination with the status field, it provides a definitive representation of the current condition of a Subscription. - Good Standing: Billing for the current billing period was successful - Free/Trial: The subscriptions current Billing Period definition (as specified by the current Billing Plan) is forcibly free. This can be a temporary state or for the duration of the billing period configured to be free-or permanent if the Billing Plan is permanently free. This state does not apply when the free condition is arrived at due to a Campaign application. - In Retry: The Subscription is still active but in retry, and has at least one billing period in which there was a failed attempt to charge; the Subscription is still within the configured retry period and may yet be saved by automated processes or customer action. This state corresponds to the prior Soft Error status. In the new scheme, it will only be paired with the Active status. - Unusable Payment Method: The Subscription is still active but is in retry, and has at least one billing period in which there was a failed attempt to charge, and received an error code designated as a Hard Fail, which is expected to be unrecoverable. The Subscription will remain in this state, in the expectation that a new payment method will be provided by the customer, until the specified retry, or grace period, expires. This state corresponds to the previous Hard Error status when the subscription end date has not passed. - Billing Completed: The Subscription is not active; it successfully completed all required billing and has no further scheduled billings. - Failed to Collect: The Subscription is no longer active, having exhausted the retry period without a successful payment method update. This state corresponds to the previous Hard Error status, in which the Subscription end date has passed. This state will only exist for an Subscription with the status: Canceled. - Overdue: The Subscription is assigned a Merchant Accepted Payment (MAP) payment method (invoicing) and has at least one overdue invoice. - Pending Acceptance: The Subscription uses a payment method that requires merchant or customer action before charges can be processed, and is waiting on that external action or approval. - Free Period: The Subscription is currently in a free or $0 billing period for any period excepting a Free=True condition on the initial billing period only, (which uses the Free/Trial state). - Terminated: The Subscription has been forced into a terminal state by system or merchant action. No further billing is planned. - Grace Period: The Subscriptoin has an unpaid balance and is in the retry period but has passed the last scheduled retry attempt-the only path to recovery is a successful payment method update (usually customer intervention). The Subscription is still active and entitled until the end of the Grace Period.	Automatic
Start Date and End Date	Specifies when the subscription was activated and when it ends.	Required
Transactions	The five most recent transactions are displayed for each subscription.- Click the transaction ID for the full Transaction details. - Click the See all transactions.. to access the main Transaction listing Filter page	N/A
Parent topic:Viewing Account Info

Account Subscription Transactions Pane

The recent transactions belonging to the Specific Subscription. By default, 10 results appear.

Field	Guidance	Relevancy
Transaction list	Use the arrow to hide the list of transactions. The 10 most recent transactions are displayed for each subscription.	Optional
Transaction ID	The unique identifier for the Transaction. Click the ID to access the relevant Transaction page	Required
Payment Type	The Payment method used for the transaction.	N/A
Amount	The amount charged for the Transaction along with the national flag icon representing currency. When hovering over the flag, the name of the currency also appears.	N/A
Status	The status of the transaction. - New: The Transaction has been created, but not yet submitted for payment. - Authorized: Transaction was successfully authorized and is awaiting a capture call. - Authorization Pending: For Paypal Payment Method: Transaction was created (customer clicked the PayPal button on a merchant site), but has not completed the PayPal payment process. Customer has three hours to complete the transaction before it times out. If the transaction times out, Status remains Authorization Pending indefinitely. - Authorized Pending: The Transaction passed authorization with the payment processor and the capture of funds is pending. - Auth Expired: Transaction was Authorized, but no Capture was made within the payment processor’s authorization time frame and the authorization has expired. - Captured: The payment processor successfully captured the Transaction. - Cancelled: The Transaction was cancelled because of a hard or soft failure, or because the merchant chose not to capture the transaction, for example, based on a fraud screen result. - Deposit Retry Pending: Transaction is being retried within the payment processor system (ECP Transactions only). - Refunded: The Transaction was successfully refunded, either fully or partially. - Pending: The transaction status is pending. - Void: Transaction previously classified as Auth Expired has been reversed. Voiding a transaction avoids Visa fees for Authorizations that are not captured.	Automatic
Refund	The amount refunded for the associated Transaction along with the national flag icon representing currency. Note: If multiple refunds were performed, the total refunded amount is displayed.	Automatic
Created Date	The date the Transaction was created.	Automatic
See all transactions…	Click the See all transactions.. button, to access the main Transaction listing Filter page	N/A
Parent topic:Viewing Account Info

Account One Time Transactions Pane

One time Purchases made by this customer. This pane also displays validation Transactions.

Field	Guidance	Relevancy
Transaction list	The list of One Time Transactions for the account.	Optional
ID	The unique identifier for the Transaction. Click the ID to access the relevant Transaction page	Required
Payment Type	The Payment method used for the transaction.	N/A
Amount	The amount charged for the Transaction along with the national flag icon representing currency.	N/A
Status	The status of the one time transaction or a validation transaction such as when validating a payment method.	Automatic
Created Date	The date the Transaction was created.	Automatic

Parent topic:Viewing Account Info

Account Payment History Pane

The Payment History pane serves to display past currency payments performed by this customer including cancelled or void transactions.

Field	Guidance	Relevancy
Payment History list	The Transactions paid for by the customer’s account are displayed. Move between pages with the > Next Arrow at the top.	Optional
ID	The unique identifier for the Transaction. Click the ID to access the relevant Transaction page	Optional
Status	Payment Transaction status. Can be one of the following:- Captured: Payment processor successfully captured the Transaction - Cancelled: Payment processor response indicated that the Transaction failed. - Refunded: The Transaction was successfully refunded, either fully or partially. - New: Transaction is created, but not yet submitted for payment. - Authorized: Transaction is successfully authorized and awaiting capture. - Auth Expired: Transaction was authorized, but no capture was made within the payment processor’s authorization time frame, and the authorization has therefore expired. - Authorized for Validation: Transaction is successfully authorized for the Account. - Deposit Retry Pending: Transaction is being retried within the payment processor system (ECP Transactions only). - Authorized Pending: Transaction passed authorization with the payment processor, and the capture of funds is pending. - Undefined:Transaction has not yet been submitted to payment processor. This may be because the Transaction is currently in the middle of processing when viewed.	Read-Only
Product/Transaction Item
Amount	The amount charged for the Transaction along with the national flag icon representing currency.	Read-Only
Refund	The amount of the refund. If the Refund field is the same as the Amount field, the Transaction was fully refunded; if Refund is less than Amount, the Transaction was only partially refunded.	Read-Only
Created Date	The date the Transaction was created.	Automatic
Parent topic:Viewing Account Info

Account Invoices Pane

An invoice is a generated, visual representation of a particular billing. This is a list of the invoices generated for this Account. Use the page controls at the top of the pane to scroll to previous invoices. By default, 10 results appear.

Field	Guidance	Relevancy
Invoice list	The invoices generated for the account are displayed. Move between pages with the > Next Arrow at the top.	Optional
Invoice ID	The unique identifier for the Invoice. Click the ID to access the relevant Invoice page	Optional
Amount	The amount charged for the Transaction along with the national flag icon representing currency. When hovering over the flag, the name of the currency also appears.	N/A
Status	The status of the invoice. Possible statuses are:- Open - an existing invoice that is not yet due. - Paid - an invoice whose due amounts have been paid. - Due - an invoice for which payment is required. - Overdue - an invoice for which payment is required and past the due date. - Written Off - an invoice for which payment could not be collected and was written off as uncollectible. - Closed- an invoice that is no longer active.	Automatic
Invoice Date	The date the Invoice was generated.	Automatic
Due Date	The date on which payment for the invoice is due.	Automatic
Balance	The current balance due for the Invoice.	Automatic
Parent topic:Viewing Account Info

Account Entitlements Pane

Account level Entitlements are IDs identifying the purchased product or billing plan and providing access to it by account. These usually refer to One-time purchases rather than subscription purchases that would be entitled as part of the subscription.

Field	Guidance	Relevancy
ID	The unique identifier for the Entitlement.	Optional
Description	The textual description of the entitlement.	Optional

Parent topic:Viewing Account Info

Account Credits Pane

Subscribe allows you to grant or revoke currency Credits to Accounts and Subscriptions. You can also grant Tokens to directly to Accounts, when purchasing a Product, or for Subscriptions when a transaction is processed. Subscribe automatically deducts available Credits of the same type from the corresponding Subscription or Account before billing the designated Payment Method for the remaining balance.

Field	Guidance	Relevancy
Grant Date	The date that the credit was granted.	Automatic
Credit Type	The type of credit. Available values are Token or Currency.	Read Only
Amount	The credit amount along with the national flag icon representing currency. When hovering over the flag, the name of the currency also appears.	Read Only
Description	The credit description that was entered	Read Only
Reason	The reason the credit was granted to the account.	Read Only
Revoke	Use the 3 dot action icon next to a credit listing, to revoke the credit (remove the balance). For more details, refer to Revoke Credit	Optional
See all Credits…	If the credit list for the customer’s account is long, a link to access the full credit listing is provided.	Optional
Parent topic:Viewing Account Info

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.

Field	Guidance	Relevancy
Add Exemption	Click the button if a sales tax exemption is required for the account. Multiple exemptions are supported per account.	Optional
Status	Select the whether the tax exemption is Active (toggle right) or Inactive. Default value is Inactive.	Optional
Exemption Code	The Tax Exemption ID code, provided by the customer.	Optional
Country	Specifies the country of jurisdiction for the tax exemption. Select the country from the dropdown list. Enter your cursor in the search bar to search for a country.	Optional
Remove	To remove a Tax Exemption entry, click the 3 dot Actions menu to the right of the line and select Remove. The Tax exemption entry is removed.	Optional
Parent topic:Viewing Account Info

Child Accounts Pane

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.

Field	Guidance	Relevancy
ID	The unique identifier for the Child Account. Click the ID to access the relevant Account page.	Automatic
Name	The Name of the child account linked to this parent account.	Automatic
Email	The email provided for the child account. Note: The email provided for the child account may be identical to the parent account, does not need to be exclusive.	Automatic
Payment Method	The payment method provided in the account.	Automatic
Created Date	The date the child account was created.	Automatic
Remove	Use the 3 dot action icon next to a child listing, to remove the link between the parent and child account.	Optional
Parent topic:Viewing Account Info

Account Child Subscriptions Pane

Lists the child account subscriptions.

Field	Guidance	Relevancy
ID	The unique identifier for the Child subscriptions. Click the ID to access the relevant Subscription page.	Automatic
Status	Just like any other account subscription, the child account subscription status is the current service status of the subscription. - Active: The Subscription is actively granting entitled service and billing in accordance with the assigned Billing Plan and associated Subscription Items. - Cancelled: The Subscription is no longer actively granting service. It has been cancelled due to user, merchant, or system action—for example, the customer has opted out of recurring billing or canceled the service; API calls to cancel the subscription or stop billing on the Customer have been made; or if a chargeback is received against a transaction generated by the Subscription. Cancelled is a terminal and permanent status. The Billing condition of this Subscription is clarified by the current Billing State. Note that the customer who owns the Subscription is entitled until the Subscription’s end-date. - Deleted: The Subscription was administratively removed—the content of this status can only be displayed in custom and specialty reports. - Expired: The Subscription is no longer actively granting service—its fixed or non-recurring plan has ended and no further billing is scheduled or possible. - Legacy Suspended: This status is used in limited scenarios for legacy Subscriptions that ended with a Hard Fail status but which did not otherwise meet the conditions of the new status values. - Pending Activation: The Subscription has been fully created, has a start date that is in the future, and has not yet granted entitled service and is not yet billing. The Subscription start date can still be changed. - Pending Cancel: The Subscription is Active but scheduled for cancellation. The Subscription will leave active service at the current end date. - Processing: The Subscription is newly created and still being administratively defined. It is not currently providing entitled service and is not yet billing. Typically this status will be followed by Pending Activation where the Subscription has been completely created but has a future start date and is not yet entitled or billing. - Upgraded: A terminal status given to an older version of a Subscription that has been explicitly transitioned using the AutoBill.upgrade() API method. - Pending Pause: The Subscription is Active but scheduled for pause. The Subscription will be paused on the next pause start date. It will remain paused with no end date. - Paused: The Subscription is no longer actively granting service or being billed. If no other action is taken upon the Subscription (resume is not performed), it will remain paused for 5 years, and then automatically move to cancelled status.	Automatic
Start Date and End Date	Specifies when the subscription was activated and when it ends.	Automatic
Billing Plan	The Billing Plan associated with the subscription. The billing plan serves as the scheduling plan for the subscription.Click the Billing Plan ID to access the relevant Billing Plan page.
Parent topic:Viewing Account Info

Account Activity History Pane

Activity log of actions performed for the account, including payments made, email notifications sent, changes to the account or its subscriptions when invoked by API, or Notes entered against the account.

Field	Guidance	Relevancy
Time Stamp	Date and time of the activity based on system time.	Automatic
Type	Type is either a predefined type, or a custom merchant-defined activity added or created through the Subscribe API. Predefined activity types include the following:- Login - Logout - Email - Call - URL access - Product Delivery/Fulfillment - Service Usage - Cancelation Event - Note Click the Type entry to view more details.	By API Call
IP Address	IP address from which the customer initiated activity, if applicable.	Optional
Notes	The notes entered regarding an activity that was logged.	Optional
Add Note Button	Click the Add Note button to add a new activity on the account.	Optional
Parent topic:Viewing Account Info

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