Accounts dashboard

Manage your customer accounts effortlessly, ensuring seamless billing, subscriptions, and account tracking all from a centralized dashboard.

Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Prerequisites

  • Admin access to Recurly's dashboard.
  • Familiarity with your customer data and billing processes.

Limitations

  • Account codes, once set, cannot be modified.
  • Accounts can only be deleted while in sandbox mode.

Definition

The Accounts Management section in Recurly provides an organized interface to handle all customer account related activities. This encompasses monitoring and managing subscriptions, billing information, account statuses, and provides the ability to search, create, update, close, or delete accounts as required.

Key benefits

  • Centralized management: View all customer accounts and subscriptions from a unified platform for streamlined operations.
  • Easy tracking and updating: Effortlessly track and update billing information, ensuring accurate and up-to-date financial records.
  • Efficient account search: Utilize effective search and filter capabilities for quick access to account details, enhancing operational speed and accuracy.

Key details

Dashboard

Your accounts dashboard is the gateway to all customer accounts managed by Recurly. This view allows for searching using various identifiers such as first name, last name, email address, account code and more. Utilize the filters to narrow down accounts based on different categories which may overlap; for instance, the Open filter encompasses both Non-subscribers and Subscribers.

StatusDescription
OpenAccounts that aren't closed.
Non-subscribersOpen accounts with no active, canceled, or future subscriptions.
SubscribersOpen accounts with at least one active or canceled subscription.
In TrialSubscribers with at least one active or canceled subscription in trial mode.
Past DueSubscribers with an invoice in the past-due state.
Non-renewingSubscribers that won't renew after the current term.
FutureSubscribers with a subscription that hasn't yet started.
ClosedAccounts that aren't open.

Account search

Locate accounts easily with the search functionality, using any of the following fields:

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

Account creation

Initiate the creation of a new account from the accounts overview page by clicking New Account to create a new customer account. The details required are as follows:

FieldDescription
Account CodeThe account code serves as a unique identifier for your customers within Recurly, ensuring that no two customers share the same code. Typically, merchants synchronize account codes with identifiers used in their own tracking systems. It's also a common practice among Recurly merchants to use the customer's email address as their account code. Once established, the account code can't be modified. For validity, account codes should not start with a period (.), nor contain slashes (/) or semicolons (;).
UsernameA secondary identifier searchable on the dashboard.
EmailThe email field captures your customer's email address, which becomes the main channel for all communications from Recurly. Additionally, customers will utilize this email address to access your hosted account management pages. Unlike the account code, the email address does not have to be unique.
CC EmailsSpecify additional email addresses in the CC Emails field if there are other recipients for account correspondence. Each email address should be separated by commas and formatted as [email protected]. Recipients listed in the CC Emails field will receive all communications sent to the email address specified in the "Email" field.
First NameCustomer's first name.
Last NameCustomer's last name.
CompanyCustomer's company name (if applicable).
VAT NumberVAT information (if applicable).
Phone NumberCustomer's phone number.
AddressThe provision of an account address is essential for manual invoicing. hen provided, it should at least include a postal code and country to facilitate precise tax calculations on the account's transactions.

Billing info

The Billing Info section displays stored payment information, usually provided by the customer during a purchase or update. Determine the required billing address fields in the Admin under Site Settings. Note that Billing Info can differ from the account address. Learn more about Wallet .

Account notes

Keep internal notes on an account for context, like refund reasons, customer requests, or complaints. These notes are not visible to customers.

Updating accounts

Post creation, all account values except the account code can be updated.

Closing accounts

Closing an account results in permanent deletion of its billing info, cancellation of active subscriptions (which remain active till the current billing period ends), and failure of open invoices. Ensure all business is concluded with a customer before closing their account. The close account option is available when viewing an account in the admin console.

Reopening closed accounts

Reopen a closed account via the Account Options menu in the admin console by selecting "Reopen Account", or create a new account with the same account code. Reopening restores account history, though billing information must be re-provided by the customer for continued billing.

Deleting accounts

Accounts deletion is only possible in sandbox mode using the Clear Test Data button in site settings. Post-production mode transition, data retention is mandatory for historical accounting and cannot be removed from your site.