This is a legacy feature and may not be available to your brand.
The Account and Billing section is where you can go to update your personal or organization information. It is broken into two tabs (depending on permission level).
Account
Use this section to update your contact information which is used by the Clutch team for Customer Service issues.
Billing
This is where you can access (depending on your permission level) the billing details of your account.
In the accounting section of the Clutch Portal you will see the following transaction types:
Update Balance
If you are using Campaigns, your checkout API calls will automatically modify card balances according to the business logic you have set up. In some scenarios, you may also manually update a card’s balance, for instance when issuing or redeeming gift cards.
Update Account
This transaction is used to update card information, using the API method updateAccount. It can be used to update basic demographics associated with the card, the custom card number, a custom “blob” of data that you want to associate with the card or third-party opt-in settings and links. For example, changing account information in the Clutch Virtual Terminal will result in an UpdateAccount transaction.
Void
Void transactions undo balance mutations that were made as part of API transactions.
Checkout
A checkout is defined as a customer transaction where products are bought. A (loyalty) card may or may not have been used.
Checkout Setup
Checkouts may occur in two stages depending on your integration with the clutch platform. A two-stage checkout consists of one “checkout setup” API call to establish the discount and/or any balance changes that would happen, to get the POS terminal enough information to start the payment process. Once payment is completed, a standalone checkout API call is made to finalize the checkout.
Account History
This transaction may be used to get a quick overview of the recent requests for a certain card.
