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Client Delinquent Status
Client Delinquent Status

Notify your team if a client is overdue on their payments

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

If a client is delinquent on their payments, you can set a "delinquent" status on the client to notify your team that the client's payment is overdue.

To Mark a Client as Delinquent:

1. Select your client from the client list to view their page.

2. Hover your cursor over the client name, and click the pencil icon that pops up:

3. On the Edit Client pop-up, select the checkbox that says "This Client is Delinquent"

Once you have designated a client as Delinquent, it will appear in the following places:

1. At the top of their Client Page:

2. On the Overview Page of each of their projects:

3. On any Service Cases associated with the client:

Hope this helps! If you have any questions, please don't hesitate to ask!

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