Open Requests (the signup process is not 100% complete by the client so it is not yet an active agreement):
Unsent: This lead is yet to be sent to the client and needs action.
Unclaimed: This is sent but the client hasn't opened the text message or email.
Viewed: Your client has viewed the payment request but not taken action on it.
Claimed: Your client has viewed and may have partially completed the setup but it still requires completion.
Agreements (A payment request has been completed and is now an agreement):
In Transit: This only happens for bank transferred payments. Every bank transfer will go through this stage and is usually 2 working days.
Active: Account is active and requires no action.
Cancelled: This account has been cancelled manually. It cannot be re-activated.
Suspended: Suspended accounts have failed repeatedly. Click here to learn how to fix this.
Pending Halt: Accounts with future-dated halts will display 'Pending Halt'
Halted: accounts with an active halt
In-Care: Accounts in a Grace Period™ or auto-retry. The system is in the process of resolving a missed payment for you so at this point, there's nothing to do.
Complete: Payment arrangements with a set number of payments that have finished