A warning status under customers identifies that some invoices that are past due exist on the customer. It can be found in 2 places:
1. Click on customers to see the accounting status under the Status column labelled "Accounting."
2. Click on the customer you wish to view the accounting status of and click dashboard. The status can be found in the top left corner of the Accounting block.
Below is a list of all possible types of payment status and what they mean:-
- Good - The customer has no overdue invoices.
- Poor Standing - The customer has overdue invoices with outstanding balances. The customer may be having problems paying and there may be failed collection attempts. Brackets ( ) may appear after "Poor Standing" to indicate the days until the customer is automatically suspended. Collection - Customer is also in Poor Standing and manually flagged for collections.