Active, inactive and churned accounts
The four health labels and their thresholds, what counts as activity, and how to churn or restore an account.
Billow labels each account by how recently it did something. The label is worked out for you; the only manual control is marking an account as churned.
The four labels
Label | What it means |
|---|---|
Healthy | Active recently, nothing overdue |
Risky | Overdue invoices, quiet for 60+ days, or more than 35% of your revenue |
Inactive | Quiet for 120+ days, or nothing on record yet |
Churned | Quiet for 12+ months, or you marked it as churned |
The tabs
Four tabs sit above the list.
Tab | What it shows |
|---|---|
All | Everything except churned accounts |
Active | Healthy and Risky together |
Inactive | Inactive accounts |
Churned | Churned accounts |
A churned account appears on its own tab only.
What counts as activity
Two things count:
Work on a project or a live lead
Leads you marked Unqualified or Lost never count.
Leads on their own aren’t enough either. Until an account has at least one real project or one invoice, it stays Inactive. That same rule decides the Active Accounts figure on your Cockpit.
An account with nothing on record yet is Inactive.
Marking an account as churned
Open the account, or use the row menu, and pick Mark as churned.
It moves to the Churned tab immediately, whatever its activity says, and drops out of the revenue-share calculations that flag your other accounts as Risky.
Nothing is deleted. Projects, invoices, and history stay where they are.
Restoring an account
Hit Restore on a churned account. Restoring counts as activity, so the account usually comes back as Healthy.
A restored account with no further activity churns again 12 months later.
