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.
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.
- Accounts that aren't Closed.
- Open accounts with no active, canceled, or future subscriptions.
- Open accounts with at least one active or canceled subscription.
- In Trial
- Subscribers with at least one active or canceled subscription in trial mode.
- Past Due
- Subscribers with an invoice in the past-due state.
- Subscribers that won't renew after the current billing cycle (i.e. recently-canceled).
- Subscribers with a subscription that hasn't yet started.
- Accounts that aren't Open.
You may search for an account on any of the following fields:
- Account code
- Company name
- Full name
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.
- A secondary identifier that can be searched against on the dashboard.
- 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.
- CC Emails
- Additional email address that should receive account correspondence. These should be separated only by commas and should be formed as email@example.com only. These CC emails will receive all emails that the "Email" field also receives.
- First Name
- Last Name
- VAT Number (if applicable)
- Phone Number
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.
Once an account is created, all values (with the exception of the account code) may be updated.
Closing an account cancels its active subscriptions and permanently deletes its billing information. We recommend closing accounts only when all business is concluded with a customer.
You will see the option to close an account when viewing an account in the admin console.
Reopening Closed Accounts
A closed account can be reopened by clicking the “Reopen Account” button in the admin console, or 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.
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.