> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usepooler.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Management

> Advanced techniques for managing virtual accounts effectively

Effective virtual account management is essential for scaling your payment collection operations. This guide covers advanced management techniques, automation strategies, and best practices.

## Account Organization

### Naming Conventions

Establish clear naming conventions for easy identification:

<CodeGroup>
  ```javascript Naming Examples theme={null}
  // Order-based naming
  account_name: `Order-${orderId}-${customerName}`

  // Customer-based naming
  account_name: `Customer-${customerId}`

  // Invoice-based naming
  account_name: `Invoice-${invoiceNumber}`

  // Campaign-based naming
  account_name: `Campaign-${campaignId}-${donorName}`
  ```
</CodeGroup>

### Metadata Usage

Use metadata to store additional information:

```json theme={null}
{
  "metadata": {
    "order_id": "ORD-12345",
    "customer_id": "CUST-67890",
    "invoice_number": "INV-001",
    "campaign_id": "CAM-2024-001",
    "reference": "custom-reference-123"
  }
}
```

## Account Status Management

### Status Types

* **Active** - Account is active and can receive payments
* **Inactive** - Account is inactive and cannot receive payments
* **Expired** - Account has expired (if expiration is configured)
* **Suspended** - Account is suspended (typically for compliance reasons)

### Status Monitoring

Monitor account status to ensure accounts are ready to receive payments:

<CodeGroup>
  ```javascript Status Monitoring theme={null}
  async function checkAccountStatus(accountId) {
    const response = await poolerClient.get(`/accounts/virtual-accounts/${accountId}`);
    const account = response.data.data;
    
    if (!account.active) {
      // Handle inactive account
      console.warn(`Account ${accountId} is inactive`);
      // Optionally create a new account
    }
    
    return account;
  }
  ```
</CodeGroup>

## Best Practices Summary

<Tip>
  **Create Accounts Proactively**:

  * Create accounts before payment is needed.
  * Store all relevant information in metadata for easy tracking.
  * Regularly check account status to ensure they're ready.
  * Automate payment matching and reconciliation processes.
</Tip>