Default Status Codes are automatically imported when the app is installed and the Initialise option is ran in the "Clever Credit Setup" page. They are used to track the overall status of a transaction and act as a quick way of informing the user what needs to be done in terms of chasing debts.
Status Codes can be created manually or through the Clever Credit Assisted Setup. This section will cover the manual creation of status codes.
Typing "Clever Credit Status List" in the search will take you to a page where you can create new codes for your business or edit the default ones. Status Codes are unique codes that can be stamped onto the "Customer Ledger Entry" screen against entries where an action is either required or has been done. These are also visible and editable on "Clever Interactions" and "To-Do's". Using the below default examples, you can customise these to make them specific to your business needs either here or in the "Clever Credit Status List" page.
The Code is the information that will be stamped on the "Customer Ledger Entries", Interactions or To-do's. More information on Interactions and To-do's can be found here. The Description is the main description for the Code used for the Status.
The Payment Promised field can only be set against one entry in the "Clever Credit Status List" and is used when creating Interactions and automatic To-do's by recognising the Code and creating a To-Do card with the Description 'Check Promised payment has been received'. More information on To-Do's can be found here.
The Queried field can be set for multiple Codes and is connected to the user of the following fields. The Query Resolution Target and Query Resolution By Current User field can only be used if the Queried field is also enabled. The resolution target should be populated with a time unit such as '1W' (for One Week). This details the timescale you are aiming for to have Queries resolved within. If the Query Resolution By Current User is ticked as 'Yes', this means on a "Clever Credit Interaction", the Resolution By Field will be set to the current user.
You can specify the Default On Hold value as well.