What is an Account?
An account centralises billing, subscriptions, invoices, credits, transactions, addresses, and account-level settings for a customer.
An account in MyPetParlor App is the billing record that ties a customer to subscriptions, invoices, charges, credits, transactions, tax settings, and address information.
When a customer is billed for grooming services, subscriptions, add-ons, or one-time charges, those financial records flow through an account. The account gives your team one place to review what the customer owes, what they have paid, which subscriptions they hold, and how their billing profile is configured.
Manage Your Accounts#
Use these articles to understand the account workspace and the related account concepts.
Account Dashboard#
Search, filter, sort, and open accounts, then review subscriptions, invoices, transactions, credits, and address details from the account detail dashboard. Learn more.
Account Acquisition Data#
Understand acquisition fields such as channel, campaign, and acquisition cost, plus the current limits around editing this data in the UI. Learn more.
Account Settings#
Review the main account fields your team can use for identity, email, company, VAT, tax, dunning, invoice, and address configuration. Learn more.
Countries, Provinces, and States#
Keep account, billing, and shipping addresses consistent for invoices, tax reporting, and regional operations. Learn more.
Account Wallet#
Understand billing info, payment-method metadata, account balance, credits, refunds, and the current feature-completeness gaps around full wallet management. Learn more.
Why Accounts Matter#
Accounts make billing auditable and connected. They help your team:
- Keep customer billing identity, tax details, addresses, and account references together.
- View subscriptions and subscription changes from the same customer billing record.
- Review invoice history, open balances, credit notes, and refunds.
- Track payment attempts and transaction outcomes.
- Apply credits or record external payments against invoices.
- Connect billing records back to operational activity such as completed bookings and one-time charges.
What Makes Up an Account?#
An account can include several related records. Not every account uses every record, and some areas are more complete in the backend model than in the current UI.
| Area | What it is used for |
|---|---|
| Account information | Account code, name, email, CC emails, company, VAT number, tax settings, bill date, and billing preferences. |
| Account address | The main address and phone details associated with the billing account. |
| Billing information | Stored billing info and payment-method metadata, where configured by the payment flow or backend integration. |
| Subscriptions | Recurring plans and add-ons billed through the account. |
| Invoices | Subscription, booking, charge, credit, and refund invoices linked to the account. |
| Line items | The billed items that make up an invoice or charge. |
| Transactions | Payment attempts, external payments, refunds, and gateway outcomes. |
| Acquisition data | Channel, campaign, and acquisition-cost attribution for reporting and analysis. |
Related Billing Concepts#
| Concept | Relationship |
|---|---|
| Business Entity | Determines the business details, tax address, and invoice identity used for billing. |
| Payment Gateway | Processes payment transactions and returns authorization details. |
| Subscription Lifecycle | Describes recurring plans and lifecycle states that belong to an account. |
| Invoices | Capture charges, credits, payments, and outstanding balances for the account. |
| Transactions | Record payment and refund activity linked to account invoices. |
Dates and Times#
Billing records are stored with consistent system timestamps. Dates shown in account views are displayed according to the application and organisation's regional settings available to your tenant.