Overview

https://admin.rebillia.com/main/customers/list

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.

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Dashboard

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. By clicking on the download icon on the top-right of a data table, you are able to export the current view of the data to CSV.

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:

1. All Accounts – Basically no filter. Showing all accounts.
2. New Additions – Show accounts that were created within the current week.
3. 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.

Creating Accounts

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):

1. Profile Data –
   • Full Name*.
   • Email Address*.
   • Phone Number.
   • Phone Extension.
2. Address Data –
   • Address Type*.
   • Address Name*
   • Company Name.
   • Contact Email.
   • Contact Phone.
   • Address Line 1*.
   • Address Line 2.
   • City*.
   • State*.
   • Zip/Postal Code*.
   • Country*.
3. Account Settings –
   1. Locale*.
   2. Preferred Currency*.
   3. External Customer ID.
   4. Sale Channel Association.
   5. Tax Exemption.

Managing Accounts

Accessing Account Details
To view and manage individual account details in Rebillia:

1. Navigate to the Accounts section via the main sidebar on the left.
2. Click on a specific account to open its detailed view.

Account Details Interface
The detailed account interface displays several tabs that allow comprehensive management of customer data:

• Subscription Bags: This tab shows the subscription-related details. If no subscriptions are found, it will display “No subscriptions found,” indicating the customer does not have any active subscriptions or the data is yet to be populated.
• Invoices: Lists all billing documents related to the customer.
• Billing: Provides information and management options for the customer’s billing arrangements.
• Profile: Contains personal and contact information about the customer.
• Address Book: Manages the shipping and billing addresses associated with the customer.
• Settings: Offers various settings specific to the customer’s account.
• Users: Displays information about other users related to this account.
• Child Accounts: Allows management of any subsidiary accounts linked to the main account.

Actionable Options
On the top-right corner of the account page, the Manage Account dropdown menu provides quick actions:

• Add new subscription: Start a new subscription for the account.
• Add charge or credit: Apply additional charges or credits to the account.
• Add payment source: Include a new payment method.
• Add new address: Register a new address in the account’s address book.
• Enforce GDPR: Apply GDPR compliance measures to the account.
• Add Child account: Create and link a new child account.
• Disable: Temporarily disable the account.

Each action is designed to facilitate efficient account management directly from this interface, ensuring that all aspects of customer interaction are accessible from a single point.

Merging Accounts

Rebillia allows company users to merge multiple customer accounts into one. To merge two separate accounts, go to the “Accounts” page and navigate to the “Manage Accounts” dropdown menu at the top right corner of the page and click on the “Merge Accounts” option. At the page, first enter the account you would like to merge to in the “Select main account” field and then enter the account you would like to merged in the “Select account to be merged” field.

Account Statuses

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.