There are currently 5 types of statuses that will affect your customers. They include:
- Service Status: Reflects the current state of a customer’s account
- Accounting Status: Reflects the current Accounting state of a customer’s account
- Subscriptions: Reflects the current state of a customer’s subscription or subscriptions
- Invoice Status: Reflects the current state of a customer’s invoices
- Payment Status: Reflects the current state of a customer’s payments
This document will help provide some insight into their meaning and where they can be found.
Service Status
Customer Grid, Customer Details > Overview, Invoices > AR Aging Report
| Draft | Customer has not been activated. |
Other information: If a customer is in Draft mode, subscriptions will not activate so no invoices will be generated. Any subscriptions using the Scheduled Activation date will not auto activate until customer's account is changed to Active.
|
| Active | Customer is active | |
| Cancelled | Customer has been cancelled. |
Other information: All processing for the customer will stop.
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| Suspended |
Customer was placed into a Suspended state by the system. A combination of overdue invoices and surpassing the Account Grace Period control this state. |
Other information: Customers in a Suspended or Hold status will not generate new invoices but any scheduled collections will still occur.
|
| Hold |
Customer has been manually placed into a Suspended state via the UI or via an API call. |
Other information: Customers in a Suspended or Hold status will not generate new invoices but any scheduled collections will still occur.
|
Accounting Status
Customer Grid, Customer Details > Overview
| Good | Customer is in good standing. There are no overdue invoices or payment issues. |
| PoorStanding |
Customer is in poor standing. One or more invoices are overdue and if they are a credit card customer, there may be a failed collection attempt. Some will appear with ( ) after the PoorStanding status. This represents the number of grace period days left before this customer will move into a Service Status of Suspended (see Configuring Billing for more detail on Grace Period) |
| Collections |
Customer was manually placed into Collections mode. Collection state would need to be manually removed to place customer back to a Good or PoorStanding state. The Collection state provides you an easier way to distinguish customer accounts in very poor standing or those that may have other issues. |
Subscription Status
Customer Details > Subscriptions, Subscription Details > Subscription Configuration
Draft - Subscription has been added but not Activated
Active - Subscription has been activated and will charge normally based on billing date and frequency.
Cancelled - Subscription has been cancelled.
Provisioning - The subscription is scheduled to activate on a date in the future.
Migrated - Subscription has been migrated to a new subscription using the migration feature.
Expired - Subscription has expired.
Invoice Status
Customer Details > Posted Invoices
Due – Invoice has been generated but is not yet due
Overdue – Invoice is past its due date
Paid – Invoice is paid
Written Off - Invoice has been entirely written off as an uncollectible expense. (Note, partial write-offs will not result in this status.)
Disputed – Invoice is being disputed. Manually set and removed via the UI. Any disputed invoices are removed from the AR Aging Report.
Void - All charges have been reversed on this invoice, making a balance due of $0. (Note that partial write-offs that contribute to the balance being $0 will be included in this status.)
Payment Status
Customer Details > Payments
Successful – Payment was successful. This would apply to credit card, cash or check, refunded monies
Failed – Credit Card collection or validation was not successful
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