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Administrator Guide
Last Updated: 2024-11-01
Reference: Customer Status Results

Reference: Customer Status Results

The status of a customer determines the tasks and operations that you can perform.
This table illustrates actions available in customer accounts for these customer statuses:
  • Active
  • Hold
  • Inactive
Action
Active
Hold
Inactive
Create a customer invoice or invoice adjustment.
Yes
Yes
No
Create a consolidated customer invoice.
Yes
Yes
No
Schedule to create a consolidated customer invoice.
Yes
Yes
Yes
Manage customer invoices.
Yes
Yes
Yes
Perform customer invoice maintenance.
Yes
Yes
Yes
Maintain the customer invoice dispute.
Yes
Yes
Yes
Create credit and rebill on an unpaid customer invoice.
Yes
Yes
No
Record a customer payment.
Yes
Yes
Yes
Mass record customer payments.
Yes
Yes
Yes
Apply a customer payment.
Yes
Yes
Yes
Automatically apply customer payments.
Yes
Yes
Yes
Schedule to automatically apply customer payments.
Yes
Yes
Yes
Create a customer refund.
Yes
Yes
No
Refund a customer payment in a settlement run.
Yes
Yes
Yes
Record a cash sale.
Yes
Yes
No
Create a customer deposit.
Yes
Yes
Yes
Print a customer statement.
Yes
Yes
Yes
Process interest and late fees.
Yes
Yes
Yes
Schedule to process interest and late fees.
Yes
Yes
Yes
Write off a customer invoice.
Yes
Yes
Yes
Print a dunning letter.
Yes
Yes
Yes
Print a customer invoice.
Yes
Yes
Yes
Purge a customer.
No
No
Yes