A Customer Account is the single, centralized place to manage all billing information about your customers – including company and contact information and payment terms and preferred payment methods.

For each account, you can view the complete history of all subscriptions and amendments, transactions (including invoices, payments, refunds, credits, adjustments), and key metrics (for example, monthly recurring revenue) for that customer. Key actions can be easily launched from the Customer Accounts page, including the ability to cancel or delete a customer account, create new subscriptions, process payments and refunds, adjust invoice charges, and create invoice item adjustments. Many of these actions can be found by clicking on the more button on the customer account page.

Create customer account

1. Enter the Basic Information and Contacts. Each account must have at least one contact before it can be saved. You can add a maximum of 100 contacts to an account.
2. Enter the Payment Method. You can add a maximum of 100 payment methods to an account.
3. Enter the Billing and Payment Info.
4. Optional. Complete the Additional Fields with additional account information.

Steps to create account in BillHive

1. Set the Name for the account.
2. Specify the Currency for the account. This must be one of the currencies that has been configured for the BillHive tenant.
3. Set AutoPay to false. If AutoPay is to be enabled, enter an electronic PaymentMethod first and its ID submitted as the DefaultPaymentMethod for this account.
4. Set the PaymentTerm to Due Upon Receipt. The value should reflect a valid payment term configured in the BillHive tenant.

Edit customer account

When you are viewing a specific account, click edit. You can modify the basic information, the billing and payment term, and the payment method.

Cancel customer accounts

If a customer cancels their subscription and is no longer billed for services, the customer account can be cancelled. A customer account can be set to cancelled status only after all subscriptions have been cancelled. A customer account that has been cancelled can be re-activated, if needed.

Before you can cancel a customer account, you must cancel all subscriptions (opens in a new tab) associated with that account (you must cancel active and draft subscriptions). When a customer account is cancelled, BillHive will not perform any transactions on that account:

• BillHive will not generate invoices for cancelled accounts
• You cannot apply payments for cancelled accounts

Delete customer accounts

Click delete for the account that you want to remove, and then click Yes to confirm the action.
Deleting an account deletes all of the account information, including subscriptions, invoices, payments, and adjustments.

View Accounts

Customer Accounts provides a list of all customers. You can see a high-level summary of each account. This is the expanded view of the list of all your customers. You can switch between expanded and list views.

To view information for an individual account, in the section for that account, click View (or click the account name).

Importing Accounts

If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in our system by importing your customer accounts.

To import your customer accounts, perform the following steps:

• Navigate to Customers > Customer Accounts.
• On the right side of the All Customer Accounts page, select Customer Accounts from the Import list under the Action section.
• Click Choose File to select the CSV file that you want to import.
• Click submit to import data from the selected file.

The imported customer accounts will show up on the All Customer Accounts page.