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Account Status Types are configured in Setup / Users & Accounts / Accounts / Status Types |
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Account status types allow to you define what statuses an account can be in. When creating account status types you can specify if the status is billable or non-billable and if account settings can be modified or not while the account is in the particular status. The available settings are explained in more detail below.
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The information in this panel reflects the currently selected account status type. From here you can change account status type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Name: a unique name for the status (e.g. Active, Suspended, Canceled)
Default: sets the status type as the default account status (automatically selected option) when creating a new account
Status: the base system status, detailed below:
Billable: permits recurring service charges to be applied to the account while the account is in the status. A service in a particular package on the account can have its own status set to a non-billable state if you need to prevent recurring billing for particular services but not the entire account
Canceled: canceled is a non-billable status that is permanent. Accounts set to a canceled status cannot transition back to any other status (e.g. back to an active status)
Non-Billable: prevents recurring service charges from being applied to the account while the account is in the status. All other charges are still applicable, such as one-time charges and transition chargesCanceled: canceled is a non-billable status that is permanent. Accounts set to a canceled status cannot transition back to any other status (e.g. back to an active status)
Prevent Changes: prevents account settings from being altered when an account is the status. The only setting that can be altered while an account is in a unchangeable status is the 'Account Status' setting on the account
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