Retail accounts list
The Retail Accounts page displays all retail account references in your organisation in a data grid. Tabs across the top filter the list:- Retail Accounts — All active retail accounts
- Active — Status
ACTIVEonly - Inactive — Status
INACTIVEonly - Transfer Pending — Accounts in transition (
PENDING_ACTIVE,PENDING_INACTIVE, orDRAFT)
| Column | Description |
|---|---|
| Retail Account No. | The retailer’s account reference (supplier_account_id) |
| Supplier | The energy retailer that issued the account |
| Account | Your internal account the retail account belongs to |
| Status | Lifecycle status (see below) |
| Connection | The linked connection identifier (NMI / MIRN) |
| Invoice Validation | Whether automated invoice validation is enabled for this account |
| Gap Check | Whether billing-period gap detection is enabled |
| Match Tolerance | Allowable variance when matching invoice values during validation |
| Expected Billing Frequency | Cadence the retailer is expected to bill at (used by gap checks) |
| Open Date / Close Date | When the account reference was opened and closed with the retailer |
Status meanings
| Status | Meaning |
|---|---|
| ACTIVE | Currently billing — the live account for the connection |
| PENDING_ACTIVE | Activation in progress (for example, a transfer-in not yet confirmed) |
| SUGGESTED_ACTIVE | System-suggested as the likely active account, awaiting confirmation |
| PENDING_INACTIVE | Closure in progress (transfer-out not yet confirmed) |
| INACTIVE | Closed — no longer billing |
| DRAFT | Created but not yet activated |
Toolbar actions
The header provides:- New Retail Account (+) — Open a drawer to create a retail account
- Update from CSV — Bulk-update existing retail accounts from a spreadsheet
- Generate Retail Accounts — Auto-generate accounts from existing connection data
- Merge Retail Accounts — Combine duplicate accounts (see below)
- Merge Recommendations — Review system-suggested merges of likely-duplicate accounts
Creating a retail account
Click New Retail Account to open a drawer. You supply the retailer reference (supplier_account_id), and link the Supplier, Account, and Connection. You can also set the open/close dates, status, validation and gap-check toggles, match tolerance, expected billing frequency, and payment terms.
A retail account links one connection to one retailer reference. When a connection transfers between retailers, a new retail account is created and the old one is closed — keeping a full billing history per retailer.
Retail account detail page
| Tab | Description |
|---|---|
| Overview | Account details, key dates, and summary statistics |
| Validation | Invoice-validation and gap-check toggles, run validation, and open gaps (badged) |
| Invoices | Invoices billed against this retail account, with document preview |
| Ledger | Financial ledger of charges and payments, with an outstanding balance |
| Agreements | Energy agreements linked to this retail account |
| Tariffs | Tariff rates assigned to this retail account |
| Scenarios | Tariff-review scenarios and modelling |
| Settings | Account-specific configuration |
Merging retail accounts
When duplicate retail accounts exist for the same connection, merge them into a single root. The merge is irreversible — all agreements, connections, invoices, and related data move into the chosen root account.Review
Confirm the root and the accounts being merged. Each shows its supplier reference and open/close dates.