Accounts

Overview

Accounts represent your customers in Billingrails. Each account stores customer information, billing history, invoices, subscriptions, and payment methods.

Create an account

To create a new account using the dashboard:

1. Navigate to Accounts → Create account
2. Enter the account details. Account name and email are required fields.
3. Click Create account to save

You can also create accounts programmatically using the Accounts API.

Account types

Accounts can be either individual (for personal customers) or organization (for business customers). This distinction helps organize your customer base and can affect how billing information is displayed.

• Individual: Personal customers with a single primary contact
• Organization: Business customers that may have multiple contacts and locations

By default, accounts are created as individual if no type is specified.

External ID

You can assign an external_id to each account to link it with records in external systems like your CRM, ERP, or user database. This enables seamless synchronization between Billingrails and your other tools.

Example use cases:

• Syncing with Salesforce account IDs
• Matching to your application's user IDs
• Integrating with existing customer databases

The external_id must be unique across all accounts in your Billingrails application.

Metadata

Store custom data on accounts using metadata key-value pairs. This is useful for information not covered by standard fields.

Common use cases:

• Customer preferences (language, timezone, notification settings)
• Custom business fields (industry, company size, tier)
• Internal notes and tags

Metadata is returned with account objects and can be filtered in API requests.