Accounts
An account is a customer or company to whom you provide one or more subscriptions. An account holds all the business-related information about a customer, such as their billing address, credit card details and transaction history.
Accounts let you:
- manage a customer's contact details
- raise an invoice or generate a receipt
- apply discounts and recurring charges, for example, a fee for a paper bill
- track your company's communication with a customer
- view a customer's payment history
- associate a ticket with a customer
Accounts also contain a record of each financial transaction made against the account, for example, a record of each invoice, refund, payment, bond, credit note and debit note.