Accounts
Centralised billing and subscription management for customers.
What is an Account?
An account centralises billing, subscriptions, invoices, credits, transactions, addresses, and account-level settings for a customer.
3 min readAccount Dashboard
Use the account dashboard to search for accounts, open account details, and review billing activity from one place.
2 min readAccount Acquisition Data
Track where an account came from using acquisition cost, source channel, campaign, and subchannel data.
3 min readAccount Settings
Review the account fields that control billing identity, invoice delivery, tax details, addresses, and billing behaviour.
4 min readCountries, Provinces, and States
Keep account, billing, and shipping address regions consistent for invoices, tax, delivery, and reporting.
7 min readAccount Wallet
Store multiple payment methods on an account, choose a primary and backup card, and let billing automatically fall back if the primary fails.
7 min read