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3.5  Account Details

The Account Details page displays detailed information about the selected Account, divided into panes. The top pane lists general Account information, including the customer’s name, contact information, language, and pre-billing warning preferences. The next pane lists the Payment Methods associated with the Account. Information displayed will vary depending on the payment type described. For example, a Credit Card Payment Method will list the customer’s credit card number, type, and expiration date, while a Token Payment Method will list the Token Type, Description, and Balance.

Figure 3-11: Account Details Page (Credit Card Payment Method)

Figure 3-12: Account Details Page (Token Payment Method)

Click Create AutoBill to open the Create New AutoBill page, and create an AutoBill for the Account.

Click Edit Account to open the Edit Customer Account page, and edit customer or payment method information for the Account.

Click Make Payment to open the Record Payment page, and make a payment to the account (to record a payment against an Invoice).

Click on highlighted text to launch the Details window for the selected item.

Subsequent panes list AutoBills associated with the Account, Invoice History, Payment History, scheduled Future Transactions, Account Activity History, Rated Unit Event History, Token Activity and Balance, available Credit, and Children Accounts.

 

The following table lists and describes the fields available to Accounts.

Table 3-4: CashBox Account Parameters

Field

Description

Customer ID

Displays your unique identifier for the customer associated with the Account.

Customer Name

Displays the customer’s full name. This name typically corresponds to the name associated with the payment method‘s Account holder, but it is not required.

Parent Account

Displays the Parent for the Account, when applicable.

Company

Displays the name of the company the customer is associated with.

Email

Optional. Displays the email address associated with the Account. If provided, the email address is used by CashBox to send billing notifications. While providing a value in this field is optional in CashBox, you may require it for your records.

Email Style

Identifies the format of email notifications sent to the customer.

Text/html. Email is sent in HTML format

Text/plain. Text is sent as plain text

UNDEF. Email preference is undefined. In these cases, CashBox sends notifications as text/html.

Language

Lists the two- or three-character IANA sub-tag registry standard language code corresponding to languages that have been loaded by the merchant into the system. CashBox uses this setting to determine which of its email templates to use when sending notification message to the customer.

Note: CashBox supports ISO 639 language codes, but recommends the IANA codes.

Currency

Specifies the ISO-4217 three-letter format for the default currency used in customer Transactions. Currency code, _VT represents CashBox Tokens.

The currency you specify here becomes the default currency CashBox uses when you pass in a one-time Transaction or AutoBill without specifying a currency, Also, you can request Client Services to define a Global default currency. If you choose neither of these options (and do not specify a currency when you pass in a one-time Transaction or AutoBill without specifying a currency) CashBox uses the Vindicia default, which is USD.

When you do not specify a currency, CashBox determines the currency to use by proceeding from the specific to the general, in the following order:

1. Transaction

2. AutoBill

3. Account

4. Global (merchant) default

5. Vindicia default

If you specify a currency for a Transaction or AutoBill, CashBox will always use that code. Defaults are applied only when no currency code is specified.

Because one-time Transactions have no associated AutoBill, if you create a new Transaction without specifying a currency, CashBox uses the defaultCurrency of the Account. If there is none set in Account, CashBox uses the Global default. If no Global default is set, CashBox applies the Vindicia default, which is USD.

Send Email before Billing

Indicates whether pre-billing notifications are sent to the customer prior to automatic subscription-period renewal.

Yes generates pre-billing notification.

No does not generate pre-billing notifications.

This setting only affects pre-billing notifications in CashBox. Other notifications (for example, success, expiration, and failure messages) are independent of this setting.

Shipping Address

Displays the Name, Address lines, City, State/Province, Country, and Postal Code used for shipping a Product to the customer. This address is not required, but some merchants may require portions of this address for payment processing . This address (full or portions) may also be used in the calculation of applicable taxes. Merchants who charge taxes typically use the Shipping Address as the first choice, because that is the location where the product will most likely be used.

Note: If Shipping Address not provided, the Billing Address associated with the Payment Method is used for tax calculations.

Tax Type

Optional. Displays the customer account-level tax exemption code, which overrides any individual exemptions defined for the account and instructs the tax engine to tax according to the matching predefined taxability profile (usually fully or partially tax exempt).

Merchant Data

Displays custom information associated with the Account.

Tax Exemptions

Displays tax exemptions applied to the Account.

Note: This field will be displayed only for those Accounts with a Tax Exemption filed against them.

Payment Methods

Lists the Payment Methods associated with the Account. Each Payment Method associated with the Account is displayed in its own pane.

For more information on Payment Method parameters, see Table 3-2: CashBox Payment Method Parameters.

AutoBills

Displays a tabular summary of the AutoBills associated with the Account. For more information, see Table 7-2: CashBox AutoBill Parameters.

Payment History

Displays a tabular summary of the Payments made against the Account.

Invoice History

Displays a tabular summary of the Invoices generated for the Account. For more information, see Section 13.1: Working with Invoices.

Note: This field will be displayed only for those Accounts with Pay By Invoice as an enabled Payment Type.

Future Transactions

Displays a tabular summary of future scheduled billings for the Account. For more information, see Section 3.2: Editing Accounts.

Activity History

Displays a tabular summary of the activity history for this Account. Activity information reported includes:

Activity type

Date and time of activity

Activity details, if any

Billing events are either reported by the merchant, or generated by an AutoBill. Pre-defined event activities include: Login, Logout, Email, Call, URI access, Product delivery/Fulfillment, Service usage, Cancellation events, and Notes.

Merchants may also define their own activity events to display in this field.

For more information, see Section 3.2: Editing Accounts.

Event History

Lists unbilled Rated Unit Events for the Account.

Token Activity and Balance

Displays a tabular summary of the Token activity and balance for this Account, if any. Token information reported includes:

Date and time of activity

Transaction ID

Description, which describes type of token activity.

Amount

Token ID

Token Type

Balance

By default, Token Activity is listed from most recent activity to oldest.

Credits

Displays a tabular summary of the Credit available to the Account. This may include Token, Time, or Currency credits.

Children Accounts

Lists all Accounts identified as Children to this Account. (Children Accounts may use their Parent Account’s Payment Method to pay for their AutoBills.)