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How Billing Affects Client Access

A client's subscription status directly determines what they can do in their CFO12 accounting app. This article explains the access rules for each billing…

A client's subscription status directly determines what they can do in their CFO12 accounting app. This article explains the access rules for each billing status.

Subscriptions & billing dashboard showing client billing status

Subscriptions & billing dashboard showing client billing status

What You Can Do

  1. Active — full access to all CFO12 features.
  2. Trialing — full access during the trial period; access restricts when the trial ends without a payment method.
  3. Past Due — restricted access; client may be blocked from creating new transactions.
  4. Inactive/Other — account suspended; client cannot log in.
  5. Pending Activation — limited access until first payment is completed.
  6. As a Firm Owner, you can see each client's access level from their detail panel.

💡 Good to Know: Communicating billing status and its impact to clients helps prevent service disruption surprises.

💡 Good to Know: Past-due clients receive automated emails from Sumung asking them to update their payment method.

Related Articles

→ How to Handle a Past-Due Client

→ Understanding Client Status Labels

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