CashBox Portal User Guide
CashBox for Salesforce
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 two-level account hierarchies for payment and reporting; that is, you may define parentand children accounts. A parent can have multiple children, but a child may have only one parent, and a child may 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 may have Payment Methods that differ from their Parent's, and may use either theirs or their parent’s to pay for their AutoBills.
When two accounts are linked or unlinked (as parent and child), an email will be sent to both.