Accounts

Accounts in Bunny: the customers, resellers and vendors you do business with, and the account page's summary, contacts, billing, deals and revenue tabs.

An account is a generic term for any business entity your organization is dealing with. It can be a customer, a reseller or a vendor, for example. In most cases, you company will have more customers than any other type of account.

Accounts can be created manually in Bunny, but can also be synchronized automatically from Salesforce or HubSpot using Bunny’s integations.

The account page has these tabs:

• Dashboard – Key numbers, revenue trends, current subscriptions, recent quotes and open invoices
• Details – Address, contact details, access, statistics such as employees and industry, and settings
• Hierarchy – The account’s parent and child accounts, shown when the account is part of an account hierarchy
• Contacts – All the contacts associated with the account
• Deals – All the deals, past and ongoing, for the account
• Quotes – All the quotes for the account
• Subscriptions – The account’s subscriptions
• Tenants – The account’s tenants on your platforms
• Billing – Billing contacts, invoice settings and account balances
• Transactions – Invoices, credit notes, payments and draft or queued invoices

Leads vs contactsLink to Leads vs contacts section

Accounts are different from leads in a very significant way. Leads don’t have any other objects attached to them whereas accounts can have multiple contacts, deals, quotes, subscriptions, invoices and payments. Leads are basically big pile of unqualified contacts and once they become qualified, you might want to convert them to an account. As an example, if you create an online sign-up from you marketing website via Bunny’s API, it becomes an account with a deal, a quote and a subscription.

GroupLink to Group section

The group field controls who can see the account with your organization. This makes it possible to protect sensitive customer information from users who don’t have the required privileges.

Account ownerLink to Account owner section

An account can be owned by a Bunny user, which is useful for filtering data and supporting workflows. For example, in the account table you can use the owner to only see accounts that belong to you.

DashboardLink to Dashboard section

The account dashboard shows ARR, MRR, revenue to date and the next renewal, charts of monthly revenue and revenue movements, and shortcuts to current subscriptions, recent quotes and open invoices.

ContactsLink to Contacts section

In addition to managing contacts without accounts, you can also create and edit them directly on an account. When an account is deleted in Bunny, all the contacts will become standalone contacts.

An account can only be deleted if it has no accepted quotes, no active, trial or pending subscriptions, no payments and no child accounts, and wasn’t converted from a lead.

Billing tabLink to Billing tab section

All the billing related information is placed on the billing tab.

Account currencyLink to Account currency section

An account can have one currency. Once revenue has been recorded on account, the currency cannot be changed.

Billing contactsLink to Billing contacts section

The difference between primary and secondary billing contacts is that the primary contact will be shown on the invoice. All billing contacts will receive invoices and payment reminders although you can customize those workflows to do something different.

Every account must have a billing contact, which is the person that will receive invoices and payment reminders. The first contact created automatically becomes the billing contact regardless if this contact is created manually or as the result of a lead conversion. The billing contact can be changed any time.

Many companies have a non-human email address for billing purposes and in those cases, simply create a contact on the account with first name Billing and last name Contact and then make that contact the billing contact.

Invoice templateLink to Invoice template section

The invoice template determines what the invoices for an account looks like. For example, customers who pay by credit card and bank transfer may have different payment information on their invoices. Additional, the invoice template can also require a customer to provide Purchase Order number when accepting a quote.

Generate draft invoicesLink to Generate draft invoices section

By default, Bunny will send out invoices to customers when they are ready, which is triggered by one of the standard invoice workflows. There can be situations where you don’t want invoices to be sent before they have been inspected by a salesperson or an account manager. For example, it may be a high touch account that receive white glove service or it could be an account with an ongoing dispute.

You can configure a workflow to notify the customer’s account manager whenever a draft invoice is produced.

Draft invoices can be released to ready state using the invoice action menu.

Consolidated billingLink to Consolidated billing section

When enabled, invoices generated in the middle of a billing cycle are queued and combined into the next invoice. See consolidated billing.

Disable dunningLink to Disable dunning section

Stops the default payment reminder (dunning) workflows for this account, for example while you sort out a payment arrangement with the customer.

Entity use codeLink to Entity use code section

If you have installed the Avalara Avatax plugin, you can use the entity use code to affect how tax is calculated. By default, all accounts will be using the Taxable entity use code, which means that the account is not exempt from taxation.

Account balancesLink to Account balances section

The account’s balance in each currency, along with its default payment method.

Enable emails to contactsLink to Enable emails to contacts section

On the Details tab, this setting controls whether Bunny emails the account’s contacts. When it’s off, workflow emails such as invoices, quotes and payment reminders, and portal login links, aren’t sent to them. This is useful while you migrate an account.

Tax IDLink to Tax ID section

Some countries require a customer’s tax ID to be printed on the invoice. You can either enter this number manually on the account, or you can use invoice templates to require the customer to enter it when a quote is accepted.

Deals tabLink to Deals tab section

The deals tab shows all the deals that belong to an account. If you are using the HubSpot integration, these are synchronized from HubSpot. If you are using the Salesforce integration, they are syncronized from Salesforce’ opportunities.

CurrencyLink to Currency section

An account has a main currency that all invoices and payments must match. It’s possible to track multiple balances in different currencies, but at this point Bunny will ignore all balances in another currency other that the account’s currency.

Billing day of monthLink to Billing day of month section

When the first subscription is created, the billing day of month will be set to the subscription’s start date. This will forever be the account’s billing day and all subscriptions will be annually co-termed to this date.

If an account no longer has any active, paid subscriptions, the billing day will be reset when the next paid subscription starts.

Net payment daysLink to Net payment days section

Net payment is used to determine how many days a customer has to pay an invoice. It is automatically the default on new quotes, which you can override there. This value is used to control when Bunny starts sending payment reminders via the provided dunning workflows.