What is an Account?

An account in MyPetParlor App is a centralised record that holds all billing & subscription-related details — from contact and billing information to payment methods and transaction history. Every customer who is billed for your services is represented by an account, making it the cornerstone of your billing & subscription management workflow.

Why Do You Need an Account?

Before you can create subscriptions, generate invoices, or collect payments, an account must exist for each customer. The account ties together all the data MyPetParlor App needs to manage the full billing & subscriber lifecycle — from sign-up through renewal to cancellation.

Key Benefits

• Centralised billing & subscription management — A single location for all billing & subscription-related data and actions, including contact details, subscriptions, invoices, and transactions.
• Flexible billing — Support for structured billing configurations, enabling efficient invoicing and payment collection tailored to each customer.
• Geographic customisation — Manage subscriber details according to their country or region, ensuring accurate billing and tax calculations.
• Multiple payment methods — Customers can store more than one payment method on their account, giving them flexibility in how they pay.

What Makes Up an Account?

An account consists of several key components that together provide a complete view of each customer.

Account Information

The basic identifying details for the customer:

• Account Code — A unique identifier for the account, typically auto-generated or set during creation.
• First Name & Last Name — The customer's name, displayed on invoices and used for communication.
• Company Name — The customer's company (optional), useful for B2B billing scenarios.
• Email Address — The primary email used for invoice delivery and billing-related notifications.

Billing Address

The address associated with the customer's payment method. This address is used for:

• Invoice display and delivery.
• Tax calculations based on the customer's location.
• Payment verification with the payment gateway.

The country on the billing address also determines which business entity the account is associated with, based on your configured customer location countries.

Payment Methods

Each account can hold one or more payment methods. When a subscription renews or an invoice is generated, MyPetParlor App charges the primary payment method on file. If the primary method fails, a backup payment method (if configured) can be attempted automatically.

Supported payment methods depend on your connected payment gateway. See What is a Payment Gateway? for more information.

Subscriptions & Invoices

An account is the parent record for all subscriptions and invoices belonging to that customer. From the account, you can:

• View active, paused, and cancelled subscriptions.
• Access the full invoice history, including charges and credits.
• Track transaction outcomes (approved, declined, refunded).

Bookings & Invoicing

Every booking, once it is marked as completed, for a customer — whether it's a one-off grooming session, a recurring service, or any other appointment — automatically generates an invoice against the customer's account. This means all charges flow through a single billing record, giving you a unified view of everything a customer owes or has paid.

Invoices generated from bookings sit alongside subscription invoices and one-time charges, so you can:

• See all revenue in one place — Grooming services, subscription renewals, and ad-hoc charges all appear on the same account timeline.
• Apply consistent payment collection — The payment method on file is used automatically, regardless of whether the charge originated from a booking or a subscription renewal.
• Issue credits and refunds centrally — If a booking is cancelled or adjusted, the resulting credit note is linked back to the same account.

This centralised approach eliminates the need to track bookings and subscriptions separately, ensuring every financial interaction with a customer is captured in a single, auditable history.

How Accounts Relate to Other Concepts

Concept	Relationship
Business Entity	Determines the company name, address, and tax details shown on invoices sent to this account.
Payment Gateway	Processes transactions for payment methods stored on the account.
Bookings	Generate invoices on the account for grooming services and other appointments.
Subscriptions	Created under an account to represent recurring services.
Invoices	Generated against an account whenever a booking, subscription, or one-time charge occurs.

Dates and Times

MyPetParlor App records all transactions in UTC as the underlying billing timezone. Any dates or times shown on accounts are automatically converted from UTC to the local time specified in your organisation settings.