In the Customers tab, each client is assigned a status. This status is designed to give you a “Worst-Case Scenario” snapshot, ensuring that no overdue debt slips under your radar.
Please Note: The status shown for a customer is determined by their most urgent (worst) document. For Example: If a customer has 5 invoices that were paid on time, but one invoice that is 14 days overdue, the customer’s overall status will appear as “Overdue”.
- The Reason: We want to make sure you focus on the account that requires immediate attention, even if their other activities are perfectly fine.