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3  Accounts

The Account in CashBox represents your customer, and contains all the data necessary to provide them services, communicate with them, and charge them for one-time or subscription purchases.

Use CashBox to create, edit, or manage your CashBox customer Accounts.

Note:

If you maintain customer information in both CashBox and your own database, be certain to coordinate updates made in CashBox with your internal records to ensure that they remain synchronous. Use the CashBox API to directly link your CashBox portal information to your customer data.

For more information about the CashBox API, contact Vindicia Client Services.

Parent Child Account Relationships

CashBox supports a two-level account hierarchy for payment and reporting; that is, you may define parent and children accounts. A parent can have multiple children, but a child can have only one parent, and a child can not be a parent to another Account.

A parent can pay for its own AutoBills or one-time transactions, or for any of its children’s AutoBills or one-time transactions. (This is handled by allowing a parent's Payment Method to be on an AutoBill with the child's Account.)

Children Accounts can have Payment Methods that differ from the Parent Account, and can use either their own Payment Method or the Payment Method defined on the Parent Account to pay for their AutoBills.

When two accounts are linked or unlinked (as parent and child), an email is sent to both.