---
title: Customers page icons
description: An overview of the different icons visible on the Customers page of your Rotessa account and what each one means
---

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3. [Customer information](https://support.rotessa.com/customers?hsLang=en#customer-information)

February 19, 2026

# Customers page icons

### Customer status icons

| ![Blue-checkmark-ready-to-process.png](https://chat.google.com/u/0/api/get_attachment_url?url_type=FIFE_URL&content_type=image%2Fpng&attachment_token=AOo0EEXnRi38rxW6wr%2FuSEQvlZkO2l0Y1s%2FG98%2BIlBeAIDo%2FNk39Hb4wHMjEksgyYeUoTXnABHhoDmBHBNRi9Nj243lHd1Ihp41n45wIp277LxjsSpkzT3%2FOcsrLTvC5hyU8BIpJAWEOVCRrOby822eYrRcyjTxle4ZVWJV4ToMAok%2F5x%2FfxA0NvCAAbxfcVYxmAu0Q5RAUr%2FVgXH%2BRfK5Luj9sqTV2IzjSPJstlVrsMV6iik%2FFbwZ0FgSuikCqz862hQAwQ8v3vCajygliBpFNrJdt%2FYMlpRDRhrADepeIa0Jcd0tCpiCRMytAfhpbCG6dkkbkaS0U9r2WZD%2FDwrynMHmWzkCN6ILlsSihQNMD8MWI0OoyXSmJrDV1DEu0tLrMqaIzNVdEzy7swhgsRY%2BblvfcCpoB4t4KfEb6IuTM2OO0qI5qmqwbsJxLE7Bs27%2FIew6FGBqcMk3Qq5yFRjVDOTKktjOdy8VhLnZpNGWKBn0rz75ITlqPxD2LAtHQSbBBVFSf%2BSAYW4Vyp%2BCom9WbiGWjvypxaWSlPXK687kVwNszhKuxqOD0Yej2qjAr203OQkamKP9pYq8kDyxgoB03D3nDxPmz%2FI%2BznnLQrra1N70yTCEGUyVl7PAe722owVp5F28ZeukUBrGptRl1Z7pw%3D&allow_caching=true&sz=w512) | Customer is ready for transactions |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-02-53-8480-PM.png?width=47&height=47&name=image-png-Feb-12-2026-10-02-53-8480-PM.png) | Action required before transactions can be scheduled |

#### Authorization icons

| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-03-55-3843-PM.png?width=85&height=85&name=image-png-Feb-12-2026-10-03-55-3843-PM.png) | Has an authorization. Hover over the icon to see the authorization type |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-03-38-9148-PM.png?width=82&height=82&name=image-png-Feb-12-2026-10-03-38-9148-PM.png) | Authorization has been requested and is pending |

#### Bank verification icons

| ![Displaying Verified-green.png](https://chat.google.com/u/0/api/get_attachment_url?url_type=FIFE_URL&content_type=image%2Fpng&attachment_token=AOo0EEWi3mYi4ERm581TNmAnx6qoCDD%2FsDRRBxIZDNgV05DVZQnCFuwHzZDsoZHbaUcP8ifRolcvjbbZgkVrRGFqm2aEVAoZVE%2FoWEA8Pgb9TQbF4PsYbErGAkGePpRweV%2FWN2Vdiyo92dgcvOyWnk0ubFgNttv1qMWkKxtWKTexUqC8ZPbFIWJhtXGb2%2BevAcXaCUhEJN4d8HE96GUhI0tzc27FXSQ3Ea9%2F3ULhrPmN5OCHcSLu%2BLlK%2Feb48pXY797uo%2FUrril80WyvLVSPc2hkhPrDQ6Fm1P6K5Mt6%2FhzO18HBB2LlTabQAHoXSJr8RL0tBv8LM4eXbLcyyg5f%2FX5uEv%2BLybNm%2FIll7hUUYXX0vH4W%2FpDX9eFOhbdYkmX7bokTRnvh7Mb%2F10zkJRDzD8EnwroCa12WG%2F3k1hZbgVuwFIivyq7ZoD00LR9I1kAjKfFWhzBQQ5%2BfVSg5VtV1szF99eUv4N%2Fh7t8KBUGViTPdPNlmcJCrT4PIloEPcK8e1tqCOmPuujXmXRSIfwU4wgdo3i8nF0jJqjOPcKptoI9E41eqBhxD09fCttEmLpuPoHt2eU7Z3Igr4R5g%2FwmDIRlcANo%2FVJyXDKdgTg%3D%3D&allow_caching=true&sz=w2560-h958-rw&auditContext=forDisplay) | Online bank verification was completed successfully. Hover over the icon to see the method used |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-06-21-2741-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-06-21-2741-PM.png) | [Instant Bank Verification](https://support.rotessa.com/article/38-instant-bank-verification?hsLang=en) has been requested and is pending |
| ![](https://support.rotessa.com/hs-fs/hubfs/undefined-Feb-12-2026-10-13-33-9937-PM.png?width=670&height=670&name=undefined-Feb-12-2026-10-13-33-9937-PM.png) | Instant Bank Verification has failed. |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-04-57-5116-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-04-57-5116-PM.png) | [Microdeposit](https://support.rotessa.com/article/37-microdeposit-verification?hsLang=en) verification has been requested and is pending |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-05-09-2722-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-05-09-2722-PM.png) | Microdeposit verification has failed |

#### Customer notification icons

| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-14-06-8809-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-14-06-8809-PM.png) | [Notifications](https://support.rotessa.com/article/60-customer-notification-configuration?hsLang=en) are enabled for the customer |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-13-50-5070-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-13-50-5070-PM.png) | The customer is missing an email in their Contact Details. You can add their email by [editing](https://support.rotessa.com/article/6-edit-a-customer?hsLang=en) the customer |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-13-36-9815-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-13-36-9815-PM.png) | The customer has unsubscribed from notification emails from Rotessa |

#### QuickBooks Online integration icons

| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-00-35-8205-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-00-35-8205-PM.png) | Customer connected from [QuickBooks Online](https://support.rotessa.com/article/65-integrate-with-quickbooks-online?hsLang=en) |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-00-51-6432-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-00-51-6432-PM.png) | Customer was imported from QuickBooks Online but the integration with QuickBooks Online is disconnected |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-01-00-1508-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-01-00-1508-PM.png) | Customer connected from QuickBooks Online and has [automatic invoice import](https://support.rotessa.com/article/63-automatic-invoice-import?hsLang=en) or [automatic customer update](https://support.rotessa.com/article/61-automatic-customer-update?hsLang=en) enabled |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-01-09-4706-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-01-09-4706-PM.png) | 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

| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-10-00-08-8304-PM.png?width=670&height=670&name=image-png-Feb-12-2026-10-00-08-8304-PM.png) | Customer connected from [Xero](https://support.rotessa.com/article/69-integrate-with-xero?hsLang=en) |
| --- | --- |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-09-59-48-2171-PM.png?width=670&height=670&name=image-png-Feb-12-2026-09-59-48-2171-PM.png) | Customer connected from Xero but the integration with Xero is disconnected |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-09-58-32-6349-PM.png?width=670&height=670&name=image-png-Feb-12-2026-09-58-32-6349-PM.png) | Customer connected from Xero and has [automatic invoice import](https://support.rotessa.com/article/63-automatic-invoice-import?hsLang=en) or [automatic customer update](https://support.rotessa.com/article/61-automatic-customer-update?hsLang=en) enabled |
| ![](https://support.rotessa.com/hs-fs/hubfs/image-png-Feb-12-2026-09-59-30-5228-PM.png?width=670&height=670&name=image-png-Feb-12-2026-09-59-30-5228-PM.png) | Customer connected from Xero and has automatic invoice import or automatic customer update enabled but the integration with Xero is disconnected |

#### API integration icon

| ![](https://media.user.com/uploads/qypojr-rotessa/api_Qc7Wgfd.png) | Customer added through an [API](https://rotessa.com/docs) integration |
| --- | --- |

 

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    - [Overview](https://support.rotessa.com/authorizations?hsLang=en#overview)
    - [Rotessa's authorization tools](https://support.rotessa.com/authorizations?hsLang=en#rotessas-authorization-tools)
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    - [QuickBooks Online](https://support.rotessa.com/integrations?hsLang=en#quickbooks-online)
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