Account statuses: Healthy, Risky, Inactive and Churned
The four account statuses and their thresholds, what counts as activity, and how to mark an account as churned or restore it.
Billow gives each account a status based on how recently it had activity. Billow works the status out for you. The only manual control is marking an account as churned.
Account statuses
Status | When it applies |
|---|---|
Healthy | The account had activity recently and has nothing overdue |
Risky | The account has overdue invoices, has had no activity for 60 days or more, or makes up more than 35% of your total earnings |
Inactive | The account has had no activity for 120 days or more, or has nothing on record yet |
Churned | The account has had no activity for 12 months or more, or you marked it as churned |
When more than one status fits, Churned comes first, then Inactive, then Risky.
Healthy and Risky accounts count as active. That same rule decides the Active Accounts figure on the accounts list and on your Cockpit.
The status column
On the accounts list, the Status column shows invoice alerts in place of Healthy, Risky or Inactive when there are any:
Badge | What it means |
|---|---|
2 Overdue Invoices | The account has invoices past their due date |
Awaiting 1 Payment | The account has unpaid invoices that are not due yet |
Churned accounts always show Churned.
What counts as activity
Two things count as activity:
Work on a project or a live lead
Leads you marked Unqualified or Lost never count.
Leads on their own are not enough either. Until an account has at least one real project or one invoice, it stays Inactive.
The tabs
Two tabs sit above the accounts list.
Tab | What it shows |
|---|---|
All | Every account that is not churned |
Churned | Churned accounts |
A churned account appears on the Churned tab only. To narrow the All tab to one status, use the Status filter. Filtering and sorting lists lists every option.
Mark an account as churned
Open the account, or find it on the accounts list.
Open the … menu.
Choose Mark as churned.
Billow confirms with “Account ‘[name]’ marked as churned.”
What churning changes
The account moves to the Churned tab straight away, whatever its activity says.
The account no longer has an RS figure on the accounts list, and your other accounts’ RS is worked out without its earnings. Any account whose RS goes above 35% becomes Risky.
Its contacts move to the Archived tab of the contacts list.
Nothing is deleted. Projects, invoices and history stay where they are.
Restore a churned account
Open the churned account, or find it on the Churned tab.
Open the … menu.
Choose Restore.
Billow confirms with “Account ‘[name]’ restored.” Restoring counts as activity, so the account usually comes back as Healthy.
A restored account with no further activity churns again 12 months later.
