Viewing and searching accounts

Use the accounts dashboard to view and manage customer accounts. You can search by first name, last name, email address, account code, and more.

Search

The following fields are searchable from the accounts dashboard:

• Account code
• Company name
• Email
• First name
• Last name
• Username
• Coupon code

Filters

Filters let you drill into your account list by category. Categories can overlap — for example, Open can include both Non-subscribers and Subscribers.

Create an account

From the accounts dashboard, select New account to create a customer account. The following fields are available:

Account code

Uniquely identifies a customer in Recurly — no two accounts can share the same code. Many merchants align this with their own user ID; using the customer's email address is also common.

The following account code values are invalid:

• Values that start with a period (.)
• Values containing slashes (/) or semicolons (;)

Username

A secondary identifier that can be searched from the dashboard.

Email

The customer's email address. Recurly sends communications here, and customers use it to sign in to hosted account management pages. This value doesn't need to be unique.

CC emails

Additional addresses that should receive account emails. Separate multiple addresses with commas (e.g., [email protected],[email protected]). CC recipients receive the same messages sent to the primary Email.

First name, last name, company, VAT number, and phone number

Basic profile and tax details.

Address

Used on manual invoices. Include at least a postal code and country so taxes can be calculated correctly for the account's purchases.

Billing info

The Billing info section shows stored payment details. Customers typically add or update this during purchase or when managing their payment method. You can configure how much of the billing address is required under Admin → Site settings. Billing info can differ from the account's email address and mailing address.

Account notes

Leave internal notes to add context — for example, refund reasons or special customer requests. Notes are not visible to customers.

Manage accounts

Update an account

After creation, all account fields can be updated except the account code.

Close an account

Closing an account permanently deletes stored billing information, cancels any active subscriptions (they remain active until the end of the current billing period), and fails any open invoices. Use this only when all business with the customer is complete. The Close account option is available in the admin when viewing an account.

Reopen a closed account

Reopen from Account options → Reopen account, or create a new account using the same account code. Account history is restored, but the customer must provide billing info again before billing can resume.

Delete an account

Accounts can only be deleted in sandbox via Clear test data in site settings. In production, account data is retained for historical accounting purposes and can't be removed.

Per-account rate limiting

Recurly enforces built-in, per-account rate limits to protect end-customer accounts from excessive activity. These limits are part of the core Recurly platform and are not tied to deprecated Kount or Fraud Management features.

What's limited

Counters increment based on the account_code used in an API request for:

• New subscriptions
• Transactions
• Billing info updates

Viewing limits

In sandbox, open any test customer account. On the right side of the page — below Billing info and Hosted page links — you'll see the current per-account limits and their counters for new subscriptions, transactions, and billing info updates.

Managing limits

These limits can't be changed. You can manually reset the counters from the Recurly UI if needed.