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

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