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Searching for AutoBills

Searching for AutoBills

To access AutoBills, select Search > AutoBills from the menu bar to open the AutoBill Search page.

 AutoBill Search Page

To search for a specific AutoBill or group of AutoBills:

1. Specify your search criteria.

2. Check Printer Friendly to return your search results in a printer-ready format.

3. Click Choose display columns to select the desired search display options.

4. Click Submit to process your search.

(You must provide some search criteria, or a Warning Message will be issued.)

CashBox processes your search and displays a list of AutoBills that match your criteria on the AutoBills List page:

AutoBills List Page

The top portion of the AutoBills List page lists the selected information about all AutoBills that match your search criteria. From the AutoBills List page, click on the name of an AutoBill to open the AutoBill Details page, or click Download as CSV to download the page as a comma separated values file.

The bottom portion of the AutoBills List page displays two summary tables of information about AutoBills that match the search criteria:

AutoBills List Page: Totals

The Totals by Product table summarizes the status of all listed AutoBills by Product. The Totals by Billing Plan table summarizes the status of all listed AutoBills by Billing Plan. For more information, see Status Definitions.

The following table describes the available Display options. For fields not listed here, see CashBox AutoBill Parameters.

Field

Description

AutoBill Name

Checked by default. Displays the Name defined for the AutoBill.

Product Description

Checked by default. Displays a brief text description of each Product.

Product ID (SKU)

Displays the ID or stock-keeping unit (SKU) for each Product.

AutoBill ID

Checked by default. Displays the AutoBill ID associated with the AutoBill.

Customer Name

Checked by default. 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.

Customer ID

Checked by default. If checked, displays your unique identifier for the customer associated with the Account.

Customer Email

If checked, displays the email address, if any, of the customer on the Account associated with the AutoBill.

Created Date

If checked, displays the date on which the AutoBill was created.

Billing Plan Description

When checked, displays a brief text description of each Billing Plan, if defined.

Billing Plan ID

Checked by default. When checked, lists the ID for each Billing Plan.

Billing Day

Checked by default. Displays the day of the month on which the customer is charged for each new billing period.

AutoBill Cycle

If checked, displays the AutoBill cycle. The first AutoBill of a cycle is set to 0.

AutoBill Status

Checked by default. Displays the current service status of the AutoBill.

Billing State

Checked by default. The financial billing condition of an AutoBill. This data member expands on the current billing condition of the subscription, and in combination with the Status field, provides a definitive representation of the current condition of an AutoBill.

Legacy AutoBill Status

This field has been deprecated in favor of the current AutoBill Status and Billing State fields. For a complete description of the Values of these fields, see CashBox AutoBill Parameters.

Disentitled

If checked, displays AutoBills for which customer access to a Product associated with the AutoBill is currently disabled.

Affiliate

If checked, displays the Affiliate ID for the Account associated with the AutoBill.

Start Date

Checked by default. Displays the Start Date for the AutoBill.

End Date

If checked, displays the date on which the AutoBill (Billing Plan(s)) will expire, if the date has been defined.

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