Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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. Only one status type can be set as Default

  • 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. An account-service in a particular account-package 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. Or the account-package can be set to non-billable to prevent all account-services in the package from being billed

    • 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: this setting is not currently supported for accounts. Setting an account to a non-billable will not currently prevent billing of the account. If you wish to prevent an account from being billed for a period of time you can switch the account to use another bill group (e.g. setup a ‘do not bill’ bill group and configure the account to use it), or simply access the current bill group the account is under, click on the Accounts tab and then click on the ‘Exclude’ checkbox next to the account name. When the account is ready to be billed again simply uncheck the ‘Exclude’ checkbox and when the bill run is executed all unbilled charges for the account will be caught up to the end date specified on the bill run

  • 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 an unchangeable status is the 'Account Status' setting on the account

...