Customers · The list
What does "at risk" mean on a customer?
ComputerOpen Customers, then the At Risk filter, or the at-risk count in the header.
PhoneOpen Customers, then At Risk.
A customer who was active and has not paid you in ninety days is at risk; at a hundred and eighty days they are marked inactive. Nothing about them is deleted — the label is a nudge to reach out while there is still a relationship, and it clears on its own after they pay again. You can change a status by hand when you edit the customer, but the daily check sets it again from their last payment date, so a hand-set label does not stay when the calendar says otherwise.