Customer statuses explained

Customer Statuses

Each customer has a status which determines how they appear and can interact with the system:

1. Active

   • Customers currently available for mandates & payments.

   • All features are fully available for these customers, including adding payments or sharing mandate pages with.

2. Archived

   • Customers who are no longer applicable or inactive.

   • Recommended only for customers with no active mandates or running payments.

   • Archiving a customer removes them from the active list but preserves historical data for reporting purposes.

   • You will not be able to add a mandate or run a payment on archived customers.

3. Disabled

   • This status can be used when there are issues with the account (e.g., security concerns or incomplete details etc).

   • Disabled customers cannot process payments or mandates until reactivated.