Customer Lifecycle — from On Track to Lost
Understand how a customer automatically transitions from On Track → Overdue → Stopped → In Settlement → Lost, and how to manage each transition.
2 docs tagged with "in settlement"
View all tagsCustomer Statuses — meaning and transitions
Detailed explanation of the 8 customer statuses: Inactive, On Track, Overdue, Paid, Stopped, In Settlement, Lost, and Legal.