Creating an Account

Your end customer Accounts will typically be created in m3ter as a result of an integration with one of your 3rd-party systems. However, you might need to create an Account manually during the set up phase of your Organization and for testing before you switch to a production environment. This topic explains how to do this in the Console.

Tip: Accounts Created for Integrations? In typical production settings, your end customer Accounts will be created in m3ter as a result of an Integration with one of your 3rd-party systems. For more details, see m3ter Integrations.

To create an Account:

1. Select Accounts. The Accounts page opens.

2. Select Create Account. The Accounts>Create page opens.

3. Enter the details of the new Account:

  • Name. The customer’s name. Required field.

  • Code. Unique identifier for the Account. You will need this Code as a unique id for API calls, such as a call to make usage data submissions for the Account. It will also be used to identify the Account in any 3rd-party systems you integrate with m3ter. Required field.

  • Purchase order number. Optional attribute, which allows you to assign an order number to an end customer Account. The purchase order number will then come through into invoicing. For example, your financial systems might require this as a reference for clearing payments.

  • Address Line 1. Optional.

  • Address Line 2. Optional.

  • City / Town. Optional.

  • Region / Province. Optional.

  • Postcode / Zip. Optional.

  • Country. Optional.

  • Email Address. Required field.

  • First bill date. Optional attribute, which allows you to set a date of first billing against the end customer Account. For example, if the Plan you attach to the Account for charging is configured for monthly billing frequency and you set a First bill date of January 14th 2022, then m3ter will create a bill for the Account every month from that date. If you leave this blank then the start of billing defaults to the Epoch setting you've configured for your Organization - see Managing your Organization.

  • Parent account. Optional - if you want the Account to be the Child of another Account, then select the Parent Account. For more details see Working with Parent/Child Accounts.

  • Currency. Use the drop-down list to select the currency you want to use as the billing currency for the Account. Note that:

    • If you select a currency for the Account, this will override the billing currency you've defined at Organizational level.

    • If you leave this blank, the billing currency defined at Organizational level will be used for billing on the Account. See Creating and Managing Currencies.

    • If you attach a Plan to the Account that uses a different currency to the billing currency, then you must add the relevant currency conversion rate at Organization level to ensure the billing process can convert line items calculated using the Plan currency into the selected billing currency. If you don't add these conversion rates, then bills will fail for the Account. See Adding Currency Conversion Rates.

4. Select Create Account. You are returned to the Accounts page where your new Account is listed.

Tip: Custom Fields? You can define Custom Fields when creating an Account or edit it at a later date to do this. Any Custom Fields you create for an individual Account override those you've created for them at the Organizational level. We strongly recommend reviewing Working with Custom Fields before you create Custom Fields.

Next: Attaching Plans to an Account