Account Settings
Review the account fields that control billing identity, invoice delivery, tax details, addresses, and billing behaviour.
Account settings control how a customer account appears in billing workflows and how invoices, subscriptions, taxes, and recovery settings are associated with that account.
Some settings are shown directly on the account detail dashboard. Others are supported by the account model and backend, but still need clearer UI exposure before they are complete operational workflows.
Identity and Contact Fields#
| Field | What it controls |
|---|---|
| Account code | A unique reference for the account. It is useful for search, integrations, and support. |
| First name and last name | The account holder name used in account lists and billing records. |
| Email address | The primary billing email address. |
| CC emails | Additional recipients for billing-related communication where configured. |
| Company | Optional business name for B2B or group billing. |
Tax and Business Fields#
| Field | What it controls |
|---|---|
| VAT number | The account VAT number shown or used for tax-aware billing. |
| Tax exempt | Marks whether the account should be treated as tax exempt where the billing flow supports it. |
| Exemption certificate | Optional tax-exemption reference stored on the account model. |
| Business entity override | Lets billing route through a specific business entity where supported. |
For business entity setup, see What is a Business Entity?.
Billing Behaviour Fields#
| Field | What it controls |
|---|---|
| Dunning campaign | The payment recovery campaign associated with the account or its invoices. |
| Invoice template | The invoice template used for account billing where configured. |
| Bill date | A date reference for account billing and invoice scheduling where supported. |
| Transaction type | A billing transaction classification used by payment and subscription flows. |
| Parent account | The parent account used for account hierarchy scenarios. |
| Bill-to setting | Whether billing stays with the account or is handled by another billing owner in hierarchy scenarios. |
For hierarchy behaviour, see Account Hierarchy.
Account Address#
The account address stores the main address and phone details for the billing account. It can include:
- Phone number.
- Unit name and unit number.
- Street number and street name.
- Suburb.
- Town.
- Region or province.
- Country.
- Postal code.
- Location coordinates when captured by the address workflow.
For address consistency, see Countries, Provinces, and States.
Settings That Need Clearer UI#
The account model and backend support more settings than the current Account detail view exposes as complete workflows. The main follow-up areas are:
- Acquisition data editor.
- Account notes.
- Account link settings.
- Full billing-info and payment-method management.
- Custom fields inside the account detail view.
- Clearer bill-date and business-entity override controls.
- Account close, reopen, deactivate, or delete lifecycle guidance.
Practical Guidance#
Keep account settings accurate before creating subscriptions or invoices. The account record becomes the source for billing identity, invoice communication, and downstream payment workflows.
If a field is not visible in the current Account UI, treat it as backend/model-supported rather than operationally available until your product workflow exposes it directly.