Customer status icons
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Customer is ready for transactions |
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Action required before transactions can be scheduled |
Authorization icons
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Authorization has been requested and is pending |
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Has an authorization. Hover over the icon to see the authorization type |
Bank verification icons
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Instant Bank Verification has been requested and is pending |
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Instant Bank Verification has failed. |
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Microdeposit verification has been requested and is pending |
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Microdeposit verification has failed |
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Online bank verification was completed successfully. Hover over the icon to see the method used |
Customer notification icons
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Notifications are enabled for the customer |
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The customer is missing an email in their Contact Details. You can add their email by editing the customer |
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The customer has unsubscribed from notification emails from Rotessa |
QuickBooks Online integration icons
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Customer connected from QuickBooks Online |
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Customer was imported from QuickBooks Online but the integration with QuickBooks Online is disconnected |
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Customer connected from QuickBooks Online and has automatic invoice import or automatic customer update enabled |
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Customer connected from QuickBooks Online and has automatic invoice import or automatic customer update enabled but the integration with QuickBooks Online has been disconnected |
Xero integration icons
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Customer connected from Xero |
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Customer connected from Xero but the integration with Xero is disconnected |
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Customer connected from Xero and has automatic invoice import or automatic customer update enabled |
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Customer connected from Xero and has automatic invoice import or automatic customer update enabled but the integration with Xero is disconnected |
API integration icon
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Customer added through an API integration |
