Accounts

Accounts are core to managing your customers inside of Recurly. The account object stores the entire Recurly history of your customer and act as the entry point for working with a customer's billing information, subscription data, transactions, invoices, and more.

Dashboard

Your accounts dashboard provides an overview of all customer accounts managed by Recurly. From this view you can search by first name, last name, email address, and any other assigned attribute. The filters on this view allow you to filter accounts by different categories for easy sorting. Categories overlap and are not necessarily distinct, e.g. the Open filter will return both Non-subscribers and Subscribers.

Open

Accounts that aren't Closed.

Non-subscribers

Open accounts with no active subscriptions.

Subscribers

Open accounts with at least one active subscription.

In Trial

Subscribers with at least one subscription in trial mode.

Past Due

Subscribers with an invoice in the past-due state.

Non-renewing

Subscribers that won't renew after the current billing cycle (i.e. recently-canceled).

Future

Subscribers with a subscription that hasn't yet started.

Closed

Accounts that aren't Open.

Account Creation

From the accounts overview page, click New Account to create a new customer account. You will be asked to provide the following details:

Account Code

Uniquely identifies your customers in Recurly. No two customers can share the same account code. Merchants typically align account codes with the same identifiers they use to track users in their own systems. Using the customer's email address as their account code is another popular convention among Recurly merchants. Once set, the account code cannot be modified.

Username

A secondary identifier that can be searched against on the dashboard.

Email

Your customer's email address. When provided, all Recurly communication is sent to this address. The customer will also use this email address to log into your hosted account management pages. This value does not need to be unique.

First Name

Last Name

Company

Account Notes

Your team can leave notes on an account to add context, e.g. the reason for a refund, customer requests, and/or complaints. These notes are internal and not exposed to your customers.

Updating Accounts

Once an account is created, all values (with the exception of the account code) may be updated.

Closing Accounts

Closing an account cancels its active subscriptions and deletes its billing information. We recommend closing accounts only when all business is concluded with a customer.

Reopening Closed Accounts

A closed account can be reopened by creating a new account with the same account code. Reopening an account will restore its history but billing information will need to be provided by the customer to continue billing.

Deleting Accounts

Accounts can only be deleted from your site while in sandbox mode (look for the Clear Test Data button in your site settings). Once your account is in production mode all data is kept for historical accounting and cannot be removed from your site.

CSV Export

Your accounts dashboard allows a full export of your customer account data in CSV format. This export contains the following columns: account_code, email, username, company_name, first_name, last_name, billing_info_entered, created_at, postal_code.