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
