Customer Accounts

Before you start creating your customer accounts, it is important to define and understand customer hierarchy and the relationships that can exist between parent customers and child customers. For customers with a parent-child relationship, Ordway lets you maintain subscriptions individually at a child level or at the parent level. This parent-child relationship allows you to define payment responsibilities, consolidate invoicing, and report on transaction activity at various levels of the hierarchy. 

Learn more about Parent Customer Hierarchy in Ordway. 

Notes:

• In Ordway, Bill to Parent means the billing rolls up to the parent but the subscription resides with the child.
• A parent can have multiple children.

Create a Customer in Ordway

Customers in Ordway represent the organizations or individuals with whom you sell your products/services.

Creating a new customer account involves a few steps as shown below:

• Customer’s Basic Information – name, id, type, website, and so on.
• Billing Information – currency, billing cycle day, billing batch, etc.
• Payment Information – payment term, payment gateway, payment gateway ids, etc. 
• Bill To Information – Name, Email, Address, etc.
• Custom Fields  

Notes

• Contacts are their own object and cannot be shared with other customer objects. A Contact is tied to one particular Customer (but a Customer can have more than one contact). 
• The Customer must already be created in Ordway before a Contact can be added. Learn more on how to Create a New Contact.

See our Manage Customers article to learn how to create and manage your customers.

Subscription Contracts

Subscription-based billing is the method of charging your customers at predetermined intervals (for example - monthly, quarterly, half-yearly, or annually). Subscribers are given ongoing access to the products/services that are bundled in such a way that it provides added value to the customer.

Ordway’s subscription management tool handles the entire customer life cycle; from signing up to canceling the subscription. It involves various processes including generating and sending invoices, managing recurring payments and refunds, maintaining customer communication, and managing upgrades and downgrades.

Learn more about Subscription Contracts & Orders.

Read Next: Basics of Products, Plans, Charges, Statements, and Usage