Account
An account is a customer account that collects all of the critical information about the customer, such as contact information, payment terms, and payment methods.
Columns
Name | Type | Description |
taxexempteffectivedate | Date | Date when the customer's tax exemption starts. |
invoicetemplateid | String | The ID of the invoice template. Each customer account can use a specific invoice template for invoice generation. |
totaldebitmemobalance | Decimal | The total debit memo balance. |
updateddate | Datetime | Date when the account was last updated. |
name | String | Name of the account as displayed in the Zuora UI. |
createdbyid | String | ID of the Zuora user who created the Account object. |
taxexemptissuingjurisdiction | String | Indicates the jurisdiction in which the customer's tax exemption certificate was issued. |
currency | String | Currency that the customer is billed in. |
taxexemptcertificateid | String | ID of your customer's tax exemption certificate. |
crmid | String | CRM account ID for the account. Used in Salesforce integration. |
defaultpaymentmethodid | String | ID of the default payment method for the account. This field is required if the AutoPay field is set to true. |
status | String | Status of the account in the system. |
creditmemotemplateid | String | The credit memo template id. |
debitmemotemplateid | String | The debit memo template id. |
communicationprofileid | String | Associates the account with a specified communication profile. |
invoicedeliveryprefsemail | Bool | Indicates if the customer wants to receive invoices through email. |
bcdsettingoption | String | Billing cycle day setting option. |
createddate | Datetime | Date when the Account object was created. |
unappliedcreditmemoamount | Decimal | The unapplied credit memo amount. |
taxcompanycode | String | Unique code that identifies a company account in Avalara. Use this field to calculate taxes based on origin and sold-to addresses in Avalara. |
id | String | ID of object. Upon creation of this object, this field becomes AccountId. |
balance | Decimal | Current outstanding balance for the account. |
soldtoid | String | ID of the person who bought the subscription associated with the account. |
unappliedbalance | Decimal | The unapplied balance. |
invoicedeliveryprefsprint | Bool | Indicates if the customer wants to receive printed invoices, such as through postal mail. |
sequencesetid | String | The ID of the billing document sequence set to assign to the customer account. |
additionalemailaddresses | String | List of additional email addresses to receive emailed invoices. |
mrr | Decimal | |
taxexemptexpirationdate | Date | Date when the customer's tax exemption certificate expires. |
incollections_c | String | You can use this fields as custom field in your customization. |
totalinvoicebalance | Decimal | Total balance of the account's invoices. |
taxexemptentityusecode | String | You can use this fields as custom field in your customization. |
batch | String | Organizes your customer accounts into groups to optimize your billing and payment operations. |
paymentgateway | String | Gateway used for processing electronic payments and refunds. |
billcycleday | String | Billing cycle day (BCD) on which bill runs generate invoices for the account. |
billtoid | String | ID of the person to bill for the account |
notes | String | Comments about the account. |
vatid | String | EU Value Added Tax ID. |
parentid | String | Identifier of the parent customer account for this Account object. Use this field if you have customer hierarchy enabled. |
purchaseordernumber | String | The number of the purchase order associated with this account. Purchase order information generally comes from customers. |
updatedbyid | String | ID of the user who last updated the account. |
creditbalance | Decimal | Total credit balance for the account. |
autopay | Bool | Indicates if future payments are automatically collected when they're due during a Payment Run |
customerservicerepname | String | Name of the account's customer service representative, if applicable. |
paymentterm | String | Indicates when the customer pays for subscriptions. |
entity_c | String | |
lastinvoicedate | Date | The date when the previous invoice was generated for the account. The field value is null if no invoice has ever been generated for the account. |
accountnumber | String | Unique account number assigned to the account. |
taxexemptstatus | String | Status of the account's tax exemption. |
taxexemptcertificatetype | String | Type of the tax exemption certificate that your customer holds. |
salesrepname | String | The name of the sales representative associated with this account, if applicable. |
taxexemptdescription | String | Description of the tax exemption certificate that your customer holds. |
allowinvoiceedit | Bool | Indicates if associated invoices can be edited. |