Initially, all customer accounts are created in Draft status. While in Draft mode, the billing run will ignore this account and any of its associated subscriptions. The Draft status is useful when setting up a customer in advance.
Click Activate to move the customer from Draft to Active status. You can also activate any draft subscriptions, if applicable when the customer becomes active.
An active customer can have active subscriptions and invoicing and is billed according to the billing schedule.
A suspended customer is one that is no longer active and all billing and subscriptions are suspended. A suspension is automated and is determined by the settings in Stax Bill based on the number of days that a customer's accounting status has been in poor standing. A suspended customer can not make additional purchases or activate old or new subscriptions. If the suspended customer returns to good standing, the suspension will be automatically lifted and the customer will go back to an active state.
Example: An active customer with an accounting status of poor standing. When the customer reaches the set number of days in poor standing, the system will suspend the customer.
The Customer Status window will display how many more days till suspension or when the customer was suspended. From this window, you can set the customer in collections, pause service, which will place the customer in a Hold status or cancel the customer.
You can modify or override account defaults by clicking Settings.
In the example, after 54 days the customer will be suspended.
In the Settings of the customer status, you can also see how long till a customer is cancelled.
A customer in hold status is similar to a suspended customer but is done manually by an agent. A customer on hold must be manually restarted to go back into active status.
Clicking Pause Service on the Customer Status window will place the customer on hold.
You can resume service by clicking Start Service in the Customer Status window. You will then be prompted as to what to do about any missed invoices since the suspension.
A cancelled customer has been deleted. Based on settings, if a customer has been suspended for a set period of time, they may be cancelled. You can also cancel a customer manually.
|Draft||Initial status when a customer is created. Subscriptions added will also be in draft status.|
|Active||The normal state of a customer. Subscriptions and purchases can be active and the customer is invoiced and billed.|
|Suspended||Based on settings, the Stax Bill system will suspend a customer when their accounting status has been in poor standing for a set amount of time. A suspended customer is no longer invoiced and subscriptions are suspended.|
|Hold||A customer on hold occurs when the billing agent manual sets the customer on hold/pause. This is similar to suspension.|
|Cancelled||A customer can be cancelled by the Stax Bill system or manually by an agent. This action can not be undone and the customer would need to be recreated.|