An account is the entity that represents a, or group of, customer(s), holds all of their records and allows to manage their profile, settings, rules, subscriptions, billing and shipping information as well as invoices, charges, credits, transactions and more.
Navigating to the “Accounts” interface, the dashboard will provide an overview of all accounts registered in Rebillia. In this interface, you will be able to quickly, visually, identify which customers belong to which sale channel, have payment methods on file, addresses in their address book, active subscriptions, and even a balance overdue to pay.
Each item in each account record could be further interacted with, and even follow through directly to the item’s detail page.
Search & Filter
To provide extra comfort in searching for specific data cases, Rebillia offers two forms of data tracking – Search and Filter. These methods are stackable, meaning you can filter the view and then issue a search on top of it and vise versa.
Searching for accounts can be done using the fields Name, Email, and External ID (if existing).
Applying filters can be done by selecting the filter icon on the top-left of the data table and selecting one of the existing, or creating a new, filter(s). By default, Rebillia provides three pre-created filters:
- All Accounts – Basically no filter. Showing all accounts.
- New Additions – Show accounts that were created within the current week.
- Overdue Customers – Show accounts that have an overdue balance.
Creating your own filter is very simple. To learn more about creating and managing filters, visit our “Data Grid Filters” documentation page.
There are several ways accounts are created in Rebillia. When connecting Rebillia to a sale channel, Rebillia will automatically create accounts every time it interacts with a customer in your sale channel, and use the information provided by the sale channel to fill the required data into the account in Rebillia.
For our sale channel users that just love to take new customers over the phone and immediately generate them in Rebillia – we have added the ability to manually link a Rebillia generated account to a sale channel account. This allows customers to log in to your store and view and manage their data easily.
Note! – Rebillia will NOT create accounts for visitors that are not logged in to a registered account (i.e. “guests”). Rebillia does not maintain “guest” account data and will require a guest to create and account and/or login to be able to use Rebillia’s functionality, like store cards on file, create subscriptions etc.
Company staff members can also create accounts directly from the system interfaces by navigating to the “Accounts” section and clicking the “New Account” button on the top-right corner of the screen. To create an account, the user will be required to provide the following data (asterisk marks required fields):
- Profile Data –
- Full Name*.
- Email Address*.
- Phone Number.
- Phone Extension.
- Address Data –
- Address Type*.
- Address Name*
- Company Name.
- Contact Email.
- Contact Phone.
- Address Line 1*.
- Address Line 2.
- Zip/Postal Code*.
- Account Settings –
- Preferred Currency*.
- External Customer ID.
- Sale Channel Association.
- Tax Exemption.
An account’s status can be updated by a staff member by clicking on the action button to the right side of an account record and selecting the update from the dropdown menu.
The table below describes each status available for an account, as well as what it can and can not do and what are the conditions to be able to apply such status:
|Status||Can Do||Can’t Do||Conditions To Apply|
|Active||– Can login.|
– Full access to all functionalities.
|– Default status for newly inserted.|
– A “Disabled” status customer can be reactivated.
|Disabled||– Can login.|
– Can update payment methods
– Can continue active subscriptions
– Can be reactivated
|– Can’t buy new subscriptions.|
– Can’t create new account with same email.
|– An “Active” status customer can be Disabled.|
|Archived||– Can create new account with same email.||– Can’t login.|
– Can’t access data.
– Can’t be reactivated.
|– A “Disabled” status customer can be Archived.|
– An “Active” status customer CAN’T be Archived.