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Vindicia Knowledge Center

Details

ID 

Your unique identifier for this customer.

Name 

Customer’s full name. 

Customer Since

Date of account creation. 

Company 

Name of the company the customer is associated with. 

Email 

Email address associated with the account. If provided, the email address is used by CashBox to send billing notifications.

Email Style

Format of email notifications sent to the customer.

Email Before Billing 
Email address to which pre-billing notifications will be sent to notify account holder prior to automatic subscription period renewal. 
Language 

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: Although CashBox supports both ISO 639 and IANA language codes, Vindicia recommends using IANA codes.

Currency 

ISO-4217 three letter format of 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 Subscription without specifying a currency. Or 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 Subscription 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. Subscription
  3. Account
  4. Global (merchant) default
  5. Vindicia default

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

Because one-time Transactions have no associated Subscription, if you create a new Transaction without specifying a currency, CashBox uses the default Currency 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.

Shipping Address 

Used for shipping a Product to the customer but can 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. If Shipping Address not provided, the Billing Address associated with the Payment Method is used for tax calculation.

Tax Use Code 

Customer account-level tax exemption code. 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).

Amount Due

Current amount due on customer account.

Past Due

Amount that is overdue from previous billing periods. 

Tokens

Token balances on the account. 

Subscriptions

Number of subscriptions on the account.

Transactions

Number of transactions processed on the account.

Parent

If this is a child account the parent is listed here.  If this is a child account it cannot have any children. 

Children

The number of accounts that are child accounts and how many subscriptions on those child accounts this account is responsible for. Click on a child account for details.