Billing info - export

Explore the detailed guide on Billing Info export in Recurly's user guide.

Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Definition

The “Billing Info” export section in Recurly's user guide helps you identify and understand the billing information and payment methods associated with various accounts. It offers data that aids in distinguishing primary from backup payment methods, along with comprehensive billing details to keep track of each account’s status and payment preferences.

Filters

Account Status Filter

You can filter the billing information export data based on the account status. Here is how different statuses are defined:

Open: Accounts that are currently not closed.
Non-subscribers: Open accounts that do not have any active subscriptions.
Active Subscribers: Open accounts holding at least one active subscription.
In Trial: Accounts holding one or more subscriptions in the trial phase.
Past Due: Accounts having at least one invoice in the past-due state.
Non-Renewing: Accounts with subscriptions that will not renew post the current billing cycle; recently canceled.
Future: Accounts with a subscription that hasn't yet begun.

Time Range Filter

Utilize the "created_at" field to filter data showcasing the accounts that had billing information added within a selected timeframe.

Exports table

Download Button Download our complete export schema

To help you identify and organize information effectively, the export provides a structured table that contains the following columns:

Column Name	Example	Description	Data type (max size)
account_code	123456789, [email protected]	Uniquely identifies your customers in Recurly, mainly using the email address.	varchar(50)
billing_first_name	JJ	The first name provided in the customer's billing details.	varchar(255)
billing_last_name	Smith	The last name provided in the customer's billing details.	varhcar(255)
account_company_name	Bluth Industries, Inc.	Company name as per the billing details.	varchar(255)
billing_address1	123 Main Street	The first line of the customer's billing address.	varchar(60)
billing_address2	Suite 300	The second line of the customer's billing address.	varchar(60)
billing_city	San Francisco	The city component of the customer's billing address.	varchar(60)
billing_state	CA	The state component of the customer's billing address.	varchar(60)
billing_postal_code	94107	The postal code component of the customer's billing address.	varchar(20)
billing_country	US	The country component of the customer's billing address.	varchar(30)
billing_phone	555-2368	The phone number provided in the customer's billing details.	varchar(30)
account_email	[email protected]	The email address associated with the customer's account.	varchar(255)
cc_type	visa/master/discover/jcb/amex/diners	Indicates the type of credit card associated with the customer's account.	varchar(20)
cc_last_four	1111	The last four digits of the customer's credit card number.	varchar(4)
expire_month	4	The month when the customer's credit card expires.	numeric
expire_year	2014	The year when the customer's credit card expires.	numeric
billing_vat_number	IE213123123	VAT number provided by EU customers.	string
created_at	2011-08-15	The date when the billing information was added to the account.	timestamp
updated_at	2013-09-12	The last date when the billing information was updated on the account.	timestamp
Payment_method	CreditCard / PayPal/ Roku/ Amazon / Bank Account / paypal_braintree, jcb, qiwiwallet, etc.	The payment method chosen by the customer for transactions.	string
maintenance_url	app.recurly.com/account/sdasdasd	The URL directing to the customer's hosted account maintenance.	string
geo_code			string
ip_address	99.89.1010.0101	The IP address noted at the time of entering the billing information.	varchar(20)
ip_address_country	US	The country associated with the IP address noted during billing information entry.	Varchar(2)
cc_first_6	111111	The initial six digits of the credit card used for the transaction.	varchar(6)
primary_payment_method	true, false	Indicates whether the billing info should be used as a primary payment method.	boolean
billing_info_id	123456789	Unique identifier for billing info.	string
backup_payment_method	true, false	Indicates whether the billing info should be used as a backup for invoice failures.	boolean
billing_info_api_id	e28zov4fw0v2	Billing Info API ID	string

Version changelog

Version 7 - 02/5/24

Addition of billing_info_api_id.

Version 6 - 03/29/21

Introduction of the backup_payment_method column to highlight if the billing info is the backup payment method (TRUE/FALSE).

Version 5 - 12/3/20

Introduction of the “primary_payment_method” column to indicate if the billing info is the main payment method (TRUE/FALSE).
Addition of billing_info_id displaying the ID of the billing info.

Version 4 - 5/23/2019

'cc_first_6' column was moved to the end of the export.

Version 3 - 4/25/2019

Addition of "cc_first_6" to the export.

Version 2 - 5/24/2018

Column names were refined to differentiate clearly between billing and account info.
Addition of "ip_address" and "ip_address_country" columns to the export.
Addition of “geo_code” column. (Applicable only if Vertex tax integration is enabled)

Updated 5 months ago