Customer statuses reference

Every customer in PayFacile has a status that reflects their business relationship with you. This status evolves automatically based on customer activity (orders, payments, subscriptions). You don’t need to update it manually.

The customer has been added (manually or via the payment form) but has not placed any orders yet. This is the initial status for every new customer.

Trigger: customer creation (manual or automatic at checkout).

The customer has at least one paid invoice within the last 60 days, with no active subscription. This status identifies recent buyers of one-time products (digital files, services, physical products).

Trigger: invoice payment, with no active subscription.

The customer was previously active, but no invoice has been paid in the last 60 days and they have no active subscription. This status is updated automatically by a daily process.

Trigger: automatic transition via daily cron job after 60 days of inactivity.

The customer has at least one active subscription (running or in trial). This is the priority status: as long as a subscription is active, the customer remains a “Subscriber,” even if they also have one-time orders.

Trigger: subscription start.

The customer had a subscription that was terminated, and they no longer have any active or suspended subscriptions. This status flags a lost former subscriber.

Trigger: termination of the last active subscription.

Archived: you manually archived the customer. They no longer appear in the default list, but their data is preserved.

Deleted: the customer was deleted by you or by the buyer from their portal. Data remains in the database, but the account is deactivated.

Anonymised: all personal information has been irreversibly erased. The customer must first be deleted before they can be anonymised. No further actions are possible on this account. Useful for GDPR compliance.

Alongside the customer status, each customer has a payment method status that indicates the state of their credit card or SEPA mandate:

• Active: the payment method is valid and functional
• Insufficient funds: the last charge failed due to insufficient funds
• Invalid: the card or mandate was rejected by the payment gateway
• Expired: the card has passed its expiration date
• Expiring soon: the card expires within the next few weeks
• Manual: payment is handled manually (bank transfer, check)
• None: no payment method on file

These statuses are updated automatically by payment gateway events (Stripe or GoCardless).