Statuses overview
The platform includes statuses for the following areas:
Contacts and assigned products
Invoices
Subscriptions
Contact and assigned product statuses
When a product is assigned to a contact (either manually or through an invoice), it can have one of four statuses. These statuses are visible in the Contacts list or under Assigned products in the Single Contact view.
Active:
The product has been paid for or manually assigned with a valid expiration date.Open:
An outstanding invoice exists for the product assignment.Past due:
The invoice for the product assignment is overdue and remains unpaid.Expired:
The product assignment is not linked to any paid invoices or subscriptions for the current dates, or the manual assignment has expired.
Invoice statuses
Invoices in the platform may have the following statuses:
Draft:
The invoice has been created but not yet sent. Draft invoices remain in this stage for 15 minutes after creation before being automatically sent to the customer.Open:
The invoice has been created, sent, and is awaiting payment.Paid:
Payment has been completed either through the platform or marked as paid by an admin.Past due:
The invoice has passed its due date. Automatic reminders will be sent to the customer.Void:
The invoice has been voided, and no further actions (payments or changes) can occur.Uncollectible:
After several unsuccessful payment attempts, the invoice is marked as uncollectible. Reminders will no longer be sent automatically.Refunded:
A refund has been issued either through the platform or marked manually by an admin for payments processed outside the platform.
Subscription statuses
Subscriptions can fall into one of these statuses:
Active:
The subscription is currently running and will generate invoices for each billing cycle.Scheduled:
The subscription is set to begin at a later date.Canceled:
The subscription has been canceled and will no longer generate invoices.Pending:
The subscription’s initial payment has not been made (only applicable to Elavon-connected clubs).Uncollectible:
At least one invoice within the subscription is marked as uncollectible.Completed:
For installment plan subscriptions, this status indicates all payments have been successfully completed.