Active, inactive and churned accounts
How Billow works out which account relationships are alive, and how to archive one yourself.
Billow watches how recently each account did something and labels it for you. Nothing to maintain by hand.
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 archived it |
The tabs
All, Active, Inactive, and Churned sit above the list.
Active covers Healthy and Risky together.
The All tab hides churned accounts. It shows everything still in play, so a churned account only appears on its own tab. If an account has vanished from your list, look there first.
What counts as activity
Two things reset the clock:
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.
A brand-new account is Inactive, not Churned.
Archiving an account yourself
If an account is finished, open it, 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.
Archiving keeps everything. Projects, invoices, and history stay exactly where they are.
Bringing one back
Hit Restore on a churned account. It counts as activity, so the account usually comes back as Healthy.
If a restored account then sits silent, it churns again 12 months later.
