Customer Configuration

This page is a reference for the lists that organise customers and route their work. For the data protection categories that customers belong to, see Customer Classes.

Customer Statuses

A customer status shows where an account stands, such as Active, Suspended or Ceased. The status controls whether the customer can use services and how they are billed, and every change is tracked for a clear account history. For example, an Ex-Customer status stops billing without needing a dropped date.

Customer Status Name

Define the name and display properties for this customer status

Field	Description
Customer Status	Name of this customer status
Customer Status (Short)	Abbreviated name for this customer status used in space-constrained displays
Customer Status Availability	Availability of this customer status (Headline, Standard, or Historical)
Customer Status Display Class	CSS class name used for styling this customer status in the interface
Customer Status Display Position	Sort order position for displaying this customer status in lists

Status

Configure the active state and access permissions for this customer status

Field	Description
Is Active	Whether customers with this status are considered active
Is Suspended	Whether customers with this status are treated as suspended
CRM Only	Whether customers with this status are CRM-only records
Has Frontend Login Access	Whether customers with this status can log in to the customer portal
Next Status	Status that customers will automatically progress to from this status
Related Number Status	Number status that should be applied to numbers when customer has this status
Related Service Status	Service status that should be applied to services when customer has this status
Related Feature Status	Feature status that should be applied to features when customer has this status
Visible in Backend	Whether this customer status appears in backend status lists and reports

Billing

Control billing behaviour and charge processing for customers with this status

Field	Description
Is Billable	Whether customers with this status should be included in automated billing processes
Send Correspondence	Whether customers with this status should receive automated correspondence and notifications
Override Invoice Message	Special message to include on invoices for customers with this status
Ignore Invoice Thresholds	Whether to bypass minimum invoice amount limits for customers with this status
Can Have Calls	Whether customers with this status can have call charges on their invoices
Can Have Fixed Charges	Whether customers with this status can have recurring service charges
Process Automatic Payments	Whether to attempt automatic payment collection for customers with this status

Final Bill

Special billing rules for final invoices when customers have this status

Field	Description
Final Invoice	Whether invoices for customers with this status should be treated as final bills
Ignore Cutoff Date	Whether to ignore billing cutoff dates when generating final invoices
Ignore Billable Status	Whether to ignore billable status of charges when generating final invoices
Ignore Cutoff Date (Calls)	Whether to ignore billing cutoff dates for call charges when generating final invoices
Ignore Billable Status (Calls)	Whether to ignore billable status of call charges when generating final invoices

Update Requirements

Specify what information must be provided when updating customers to this status

Field	Description
Require Status Reason	Whether a status reason must be provided when updating customers to this status
Require Updated Date	Whether an updated date must be provided when updating customers to this status

System Information

Field	Description
Last Modified	Timestamp of the most recent modification to this customer status
Created	Timestamp when this customer status was created

Customer Groups

A customer group is a flexible way to organise customers for management and reporting. Unlike a customer class, a customer can belong to several groups at once, such as both “VIP Client” and “London Region”. Groups can also apply data protection rules to sets of customers.

Customer Group Name

This section contains the basic information for the customer group, including its name, display settings, and positioning.

Field	Description
Customer Group	Name of the customer group
Customer Group Display Class	CSS class name used for display styling of this customer group
Customer Group Display Position	Sort order position for displaying this customer group in lists

Customer Group Data Protection Settings

Data protection and compliance settings that determine how customers in this group are handled with respect to personal data and business classification.

Field	Description
Personal Customer	Whether customers in this group are personal customers requiring special data protection handling
Reseller	Whether customers in this group are resellers who sell services to other customers

System Information

Field	Description
Last Modified	Timestamp of the most recent modification to this customer group
Created	Timestamp when this customer group was created

Departments

A department is a team in your organisation. Departments control who can access what, and make sure notes, tickets and tasks reach the right people, so billing queries go to your accounts team and service issues go to your technical team.

Department Name

This section contains the basic information for the department, including its name and identification.

Field	Description
Department	Name of the department

System Information

Field	Description
Last Modified	Timestamp of the most recent modification to this department
Created	Timestamp when this department was created

Related

• Customer Classes: data protection and verification categories.
• Customers: where statuses, groups and classes are applied.
• Notes and Ticket Management: where departments route work.

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Want to organise customers and route their queries to the right team automatically? see how SAFE Billing Platform structures customer management