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BillHiveDocumentationAPI
  • Getting Started
  • Introduction
  • Quick Start Guide
  • Administration
    • Overview
    • Roles
    • Permission Matrix
    • Managing Roles
  • Customer Management
  • Customers
    • Manage Customer Accounts
    • Create and modify payments for customer accounts
    • Change currency in customer accounts
    • Importing Customer Accounts
    • Basic Information for Customer Accounts
    • Communication Profile
    • Contacts
    • Creating a Contact
    • Credit Balance
    • Manage Contacts
    • Payment Methods
    • Payment Terms
    • Scrub Contacts
  • Subscription Management
    • Subscriptions
    • Trials
    • Trial Activation
    • Pause & Resume
    • Cancellation
    • Expiration
    • Renewals
    • Plan & Frequency Changes
    • Proration & Credits
    • Addon Management
    • Dunning & Recovery
    • Orders
    • Activity Log
    • Notifications
    • Subscription Settings
  • Product & Pricing
  • Billing Strategy
    • Overview
    • Billing Frequency
    • Trial Period
    • Billing Strategy
    • Cycles and Term Length
  • Catalogue Builder
    • Catalogue
      • Products
      • Rate Plans
      • Rate Plan Pricing
      • Addons
      • Addon Pricing
      • Charges
      • Charge Pricing
    • Rate Card Builder
  • Entitlements
    • Overview
    • Features Overview
    • Feature Management
    • Product Entitlements
    • Subscription Entitlements
    • Customer Entitlements
  • Billing & Payments
    • Overview
    • Exchange Rate Sync
    • Batch Processing Pipeline
    • Currency Conversion in Analytics
    • Configuration
  • Usage-Based Billing
    • Usage Events & Ingestion
    • Addon Price UBB Configuration
    • Billing Lifecycle
    • Testing & Validation
    • Overview
  • Billing
    • Invoices
      • Invoices
      • Invoice Reversal
      • Splitting Invoices
      • Update Invoice Date
      • Change Invoice Currency
      • GST Invoicing
      • Taxation Settings
      • Attachment on Invoices
      • Balance Types
      • Invoice Delivery
      • View Invoices
      • Deleting Incorrect Invoices
      • Creating custom invoice templates
      • Invoice Level Rounding
      • Invoice write-off
      • Write Off Invoices
    • Invoice Settlement
      • Invoice Settlment
      • Invoice Item Settlment
      • Credit and Debit Memos
      • Unapplied Payments
      • Recording Offline Payments
      • Offline Refunds
      • GST Credit Notes
    • Credit Balance
      • Creating Credit Balance
      • Apply Credit Balance
      • Cancel and Refund Balance
      • Future dated Credit balance Adjustment
      • Past Credit Balance Adjustment
    • Invoice Adjustment
      • Creating Invoice Adjustments
      • Creating Invoice Items Adjustments
    • Net Term Days
  • Collection
      • Dunning Overview
      • How Dunning Works
      • Configure Dunning
      • Dunning for Payment Types
      • Manage Dunning
      • Pending Features
      • AI-Powered Dunning
      • Payment Failure Error Codes
    • Debt Collection Agencies
    • Promise to Pay
    • Write Off
  • Payment Gateways & Configuration
  • Gateway Onboarding
    • Overview
    • Business Profile & Your Data
    • Onboard with Cashfree
    • Add Another Gateway
    • Onboarding Status & Emails
    • Troubleshooting & FAQ
  • Cashfree
  • Razorpay
  • Insights
  • Analytics
    • Main Dashboard
    • Executive Dashboard
    • Revenue Board
    • Subscription Analytics
    • Customer Analytics
    • Billing & Payments
    • Dunning & Recovery
    • Trial Conversion Rate
    • Subscription Renewal Rate
    • New vs Cancelled Subscriptions
    • Payment Success Rate
  • Hosted Capabilities
  • Hosted Checkout
    • Overview
    • Configure Portal
    • Portal Features
    • Integrate Portal
  • Integrations
  • Integrations
    • Sales
    • Customer Support and Success
    • Finance
    • Tax
    • Marketing
    • Stitch
    • Collaboration
    • Contract Management
    • Ecommerce Management
  • Developer
  • Webhook
  • Sandbox Environment
  • Code Examples
  • ChangeLog
    • v1.0.0
    • v1.1.0
  • Payment Gateways
    • Cashfree
    • Razorpay
    • Overview
    • Launch a Pricing Table
    • Customize Pricing Table
    • FAQs
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CustomersBasic Information for Customer Accounts

https://knowledgecenter.billhive.com/Billing/Subscriptions/Customer_Accounts/A_How_to_Manage_Customer_Accounts/A_Basic_Information

Importing Customer AccountsCommunication Profile
BillHive Documentation