Creating and Managing Accounts

You can create Accounts in the m3ter Console for end customers who consume your Products:

  • Accounts do not belong to a Product to allow for cases where an end customer takes more than one of your Products, and the charges for these Products differ.

  • You must first attach a priced Plan or Plan Template to an Account before you can generate bills for the Account. If an end customer consumes more than one of your Products, you must attach a priced Plan or Plan Template to the Account for charging against each Product.

  • When you have generated Bills against an Account, you can review these on the Account Overview tab.

  • For some of your end customer Accounts, you might want to apply a Prepayment/Commitment for those end customers who have agreed to pay a set amount over a fixed contract term for one of your Products.

  • You can create Child Accounts for end customers who hold multiple Accounts with you. You can then set up billing for the Parent/Child Account usage to have the end-customer billed once for the Parent Account, instead of having separate bills issued for usage against each of their multiple Accounts.

This section explain how to create and manage your m3ter Accounts:

Important! Personally Identifiable Information (PII). Under the Data Processing Agreement, the only fields you are allowed to use for any of your end customer PII data in m3ter are the name, address, and emailAddress fields on the Account entity - see the Create Account request schema as documented in our API Reference. See also section 4.2 of the Terms of Service.