Accounts

Managing customer accounts

You can create and manage customer accounts in your Billingrails Dashboard. Customer accounts allow you to store customer information, track their payment history, manage invoices, and subscriptions.

Create an account

To create a new customer account, complete the following steps:

Click Create account on the Accounts page.

Fill in the account details. Account name, Account email are required.

Click Create account to save the new account.

Update an account

To update an existing customer account, follow these steps:

Navigate to the Accounts page and select the account you want to update.

Make the necessary changes to the account information.

Click on the "Update account" button to save your changes.

Individual vs Organization accounts

When creating or updating an account, you can specify whether the account type is organization or individual by setting the account type. By default, if no account type is specified it defaults to individual.

External ID

You can assign an external_id to each account. This is useful for linking the account to an external system, such as a CRM or ERP. The external_id must be unique across all accounts.

Metadata

You can add custom metadata to each account. Metadata is stored as key-value pairs and can be used to store additional information about the account that is not covered by the standard fields. This can be useful for storing information such as account preferences or internal notes.