Customer Status
Rillet automatically classifies customers as Active or Inactive based on their current revenue activity. This status reflects whether a customer currently has active contracts or revenue recognition activity in the system.
You can view the customer status in the Status column on the Customers page.
Active Status
A customer is classified as Active when Rillet detects revenue activity associated with that customer.
The system evaluates contracts and standalone revenue transactions to determine this status. A customer is considered Active when any of the following conditions are met.
Contracts
A contract contributes to an Active customer status when it meets the following conditions.
The contract start date is on or before today.
The contract has no end date, or the end date is on or after today.
3rd Party Invoices (from Integration)
3rd party invoices can also contribute to an Active customer status.
The invoice must include revenue recognition items where the recognition period includes the current date.
Standalone Invoices
Invoices that are not linked to a contract may also contribute to an Active customer status.
The following condition must be met.
The revenue recognition period for the invoice items includes the current date.
Inactive
A customer is classified as Inactive when none of the conditions described above apply. In this case, the customer has no active contracts or revenue recognition periods that include the current date.
See Also
Learn more about managing customer records and related reporting features.
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