Customer accounts start in Draft status and are not billed. Activating moves them to Active, allowing billing and subscriptions. Suspended status is automatically triggered by poor accounting standing, halting billing and purchases until the issue is resolved. Hold status is set manually by agents, pausing service until it is manually restarted. Cancelled customers are deleted, either automatically after suspension or manually, requiring recreation. Settings can modify defaults and manage status transitions.
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A suspended customer is no longer active, and all billing and subscriptions are suspended.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.
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 to collections, pause service to place the customer in a Hold status, or cancel the customer.
Note that the customer setting and days until suspension are displayed only when Auto Suspend is set to On for the customer.
You can modify or override account defaults by clicking Settings.
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 return to active status.
Clicking Pause Service on the Customer Status window will place the customer on hold.
See Managing a Customer Status.
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.
| Status | Description |
| 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 specified period. A suspended customer is no longer invoiced, and subscriptions are suspended. |
| Hold | A customer on hold occurs when the billing agent manually sets the customer's account to 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. |