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