# Account Information Details

There are several types of information associated with accounts. Depending on the screen you're viewing, the information presented can vary slightly. If you are adding an account, you'll see the fields as they are arranged below:

- Billing Information: This is the billing and contact information, such as name, address, email, and so on.

- Login Information: Username, password, hierarchy details, and so on.

- Account Information: Information needed to correctly rate and charge for the account: billing cycle, account status, payer account, and so on.

## Billing Information

Field Name | Description
First Name | The subscriber's first name.
Middle Initial | The subscriber's middle initial.
Last Name | The subscriber's last name.
E-Mail | The subscriber's email address.
Phone Number | The subscriber's telephone number.
Fax | The subscriber's FAX number.
Company | The subscriber's company name.
Address | The subscriber's street address.
City | The subscriber's city.
State/Province | The subscriber's state or province.
ZIP/Postal code | The subscriber's ZIP code or other postal code.
Country | The subscriber's country
Contact Type | Bill-to or Ship-to address. Normally, when you add the account, you enter a Bill-to address by default. Later, you can add a Ship-to address if needed.
| Note | You only see this field on the Contact Information screen.

## Login Information

Field Name | Description
User Name, or Account ID | The name the subscriber uses to log in to the Account Manager. This is the unique MetraTech identifier for this account. This field is mandatory when creating an account, and can never be changed. When creating an account, you can click Validate User Name to ensure that you're entering a legal user name in this field.
Password/Confirm Password | The password associated with the account: when updating the account, you will not see the password; you can enter a new password to change it if the user has forgotten it.
| Note | After you've created an account, you can click Gen. Password from the Account menu to automatically generate a password for the account; see Generating a New Password for details.
Branded Site | The name of the web site the subscriber will access to view their online bill.
Ancestor Account | This indicates the account's parent in the hierarchy. Corporate Accounts (which are the root of each Corporate Hierarchy) and Independent Accounts (which exist outside of all hierarchies) will have a value of "Corporate Accounts (1)".
Hierarchy Start Date | The date when the account was placed into its current position in the hierarchy. Click the icon next to the field to choose a new date.
Hierarchy End Date | The date when the account's position in the hierarchy expires; this field will often be blank. Click the icon next to the field to choose a new date.
Folder | Indicates if the account is a folder. This is a read-only property: once you create an account, you cannot change this property.
Apply Default Policy | This check box indicates whether or not to apply the Default Security Policy to this account. Each folder can have its own default security policy associated with it. You can edit the template's Default Security Policy on the Viewing a Template screen for the appropriate template.

## Account Information

Field Name | Description
Language | Select the language that will appear on the subscriber's online bill.
Time Zone | Select the subscriber's time zone from the dropdown list. The time zone determines rates for peak and off-peak calls.
Currency | For accounts in a hierarchy, the currency is set in the Corporate Account: all accounts in the Corporate hierarchy must use the same currency. Therefore, you can only set this property for Independent and Corporate Accounts. Otherwise it is read-only.
| Important | Be sure to specify currency prior to selecting your account price list, as the currency will determine your default account pricelist selections.
Billable | This checkbox indicates if the account is billable; that is, if the account can pay for charges. Two things to note: Independent Accounts are always billable. See Adding an Independent Account for details. Even though an account is billable, its charges can still be redirected to another account. See About Payment Redirection for details.
Payer | The account paying for this account; see About Payment Redirection for details. Click to see the history of who has been paying for this account.
Payment Start Date | The date when the current payer began paying for the account; see About Payment Redirection for details. Click the icon next to the field to choose a new date.
Payment End Date | The date when the current payer stops paying for the account; see About Payment Redirection for details. This field is optional, and may be blank. Click the icon next to the field to choose a new date.
Paper Invoice | Select None, Detailed, Standard, or Summary from the dropdown list. The options that appear in this list are determined during systems integration and may vary. Generally, this selection indicates the amount of information that will appear on the subscriber's online bill.
Payment Method | Select the payment method the subscriber will use to pay their bill from the dropdown list. Options are Cash/Check or Credit/ACH. Click Viewing and Editing Payment Methods for more information.
Default Account Price List | Select the pricelist to use for this account if they have no subscriptions or custom rates. See About Rates for details.
Billing Cycle | Select the interval for which your subscriber will be billed, such as On-Demand, Daily, Weekly, Biweekly, Monthly, Semi-monthly, Quarterly, and Annually. Depending on the Billing Cycle you select, different dropdown lists appear that allow you to select more specifics about the subscriber's billing cycle, such as Day of Week or Day of Month. On Demand - Only used for ConferenceExpress and is for a calendar month. If a subscriber joins during a calendar month, their first bill is for only the remaining portion of that month.
| Note | On-demand customers are not eligible for subscriptions.
Daily - A new bill every day. Subscribers are billed at the end of every day. Weekly - A bill for a seven day period, not a calendar week. The subscriber can choose the day of week when their billing cycle begins. Bi-weekly - A bill for a 14-day period. The subscriber gets billed once every two weeks. You can select the biweekly interval that indicates when the first 14-day cycle begins. The billing cycle continues every two weeks from there. Monthly - A monthly bill. The subscriber can choose the day of month when their billing cycle begins. Semi-monthly - A bill twice a month. This cycle differs from the biweekly cycle because the subscriber can decide the specific days of the month they will be billed. The cycles do not have to be evenly spaced. For example, the subscriber might want a bill on the 5th and 9th of every month. The subscriber chooses two days in the month for billing. Quarterly - A three month bill. The subscriber receives a bill once every three months and can choose the month and day when their billing cycle begins. Annually - A yearly bill. The subscriber receives a bill once per year. The subscriber chooses the month and date for billing.
| Note | If a subscriber's account terminates during the cycle, the subscriber is billed on the normal billing date and the recurring charges are prorated.
Account Status | Current state of the account. See About Account States for details.
Status Reason | Reason, if any, for why the account is in the current state. Select from the following: Pending Payment Setup, Pending Approval, Account Terminated, Account Deactivated, and Other. Please note that these values may differ due to your system's configuration.
Other | If you've select "Other" from the Status Reason field, enter details in this field.
Alias | The alias associates the subscriber with the correct Service Provider data. See Editing Aliases for details.
| Note | The name space associated with the alias is set by default during system integration. It is not visible on this page.
Tax Exempt | Check Yes or No to indicate whether the subscriber is eligible to receive tax-exempt status.
Tax Exempt ID | Enter the subscriber's tax exempt ID number.
Security Question | Mother's Maiden Name, Social Security Number, or Personal Identification Number. This is the security question the subscriber should answer when they contact Customer Care.
Security Answer | The subscriber's answer to the security question. Make sure the subscriber is comfortable with the answer and can recall it upon calling Customer Care.
E-Mail Notification | This check box determines whether the system will contact the account owner (via email) when certain events occur, such as after account creation or when the account status changes.