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Account Status Types Configuration Example

Last Updated: Oct 23, 2020

Summary

Account status types allow you to define what statuses an account can be in (Pre-Active, Active, Suspended, etc.). When creating account status types you can set the status type to be billable or non-billable as well as specifying if an account can be modified while it is in the status.

In this example an an Account Status Type of ‘PreActive’ will be created which is non-billable but can be modified (have packages added and other changes made to the account).

For additional details on the fields presented on the account status types screen see the Account Status Types screen help article.

Prerequisites

  • Account status types can be setup immediately, there are no prerequisite configuration steps

Sample Configuration

Adding an Account Status Type

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, Users & Accounts and then Accounts

  3. Under Accounts click on the Status Types tab in the upper right

  4. Under the Account Status Types heading, click the (emoji) icon to add a new account status type

  5. In the Add Account Status Type section populate the settings as follows:

    1. Name ‘PreActive’

    2. Default enabled (automatically set this status on the Add New Account screen)

    3. Status as ‘Non-Billable’ (so that charges don’t apply to an account in a PreActive status)

    4. Prevent Changes unchecked (so that the account can be modified while in the PreActive status)

  6. Click Save to add the status type

Result

Once saved, the PreActive status will be the default value in the Status field when adding a new account.

Account / New

Next Steps

  • Once account status types are configured you can define the contacts types that accounts can contain. See the Contact Types Configuration Example for an example of how to setup a contact type