Customer Detail Page - Fields

The following table provides descriptions of the fields on the Customer Detail page.

= required entry

Field	Description
Enrollment Status	Active�The customer is fully enrolled and is able to use the bill payment service. Canceled�CheckFree has discontinued the customer's service; the customer cannot be reactivated (applicable only to risk-based bill payment subscribers). Frozen�The customer is unable to use any services (applicable only to risk-based bill payment subscribers). Inactive�The customer discontinued bill payment service. Pending�Due to manual enrollment, the customer's information must be verified before the account can be activated. Suspended�CheckFree is currently unable to assign the customer a PIN; the customer cannot use the bill payment service temporarily.
Business Name	Name of the business associated with the customer. Length: 40 characters. This is a required field if the service holder type is Business.
Last Name	Last name of customer associated with the account. Length: 32 characters.
Middle Name	Customer's middle name.
First Name	Customer's first name.
Service Holder Type	Type of account: Individual or Business.
Snapshot of Payments
Scheduled Pymt Date	Payment date requested by the customer.
Pymt Amount	Payment amount requested by the customer.
Pymt Status	Scheduled�A payment has been scheduled by the customer and has not yet been processed. Paid�A payment was scheduled by the customer and has been processed by CheckFree. Canceled�A payment was scheduled by the customer and was subsequently canceled by the customer or a bill payment agent. Rejected�A payment was scheduled by the customer and CheckFree was unable to process the payment, most likely due to non-sufficient funds.
E-bill Status	New�The e-bill has been accepted by the CheckFree processing platform. Delivered�The e-bill has been delivered, but has not yet been viewed by the customer. Viewed�The customer has viewed the e-bill. Paid�The customer has viewed the e-bill and paid it by clicking Pay on the e-bill. Paid-Out of Band�The customer has viewed the e-bill and moved it from the unpaid file to the paid file. The e-bill has been marked as paid, then a payment has been made through another means (for example, at the biller's location or by personal check). Paid by Auto-Pay�The e-bill has been paid by Auto-Pay, which automatically pays the e-bill for the full amount on the specified due date unless the amount exceeds the payment cap. Set up for Auto-Pay�The e-bill is marked to be paid by Auto-Pay, but the payment processing has not yet occurred.
Account Detail Section
Account Status	The status of the customer's account with the merchant, payee, or biller. Valid values are: Active�The customer's biller or payee account is active. Changed�The number of the customer's merchant, payee, or biller account has changed. Inactive�The customer's account is no longer active. Pending�The customer's account has completed the enrollment process and is awaiting activation. You can deactivate this E-Bill for this customer by changing the status to Inactive if all of the following are true: CheckFree delivers electronic bills for the biller, the customer's account status is Active, and you have a security access level of 0200 or higher. The customer can continue to schedule payments to the biller but will not receive any more E-bills from that biller. When the customer's account status is Inactive, all of the information on this page is view only.
Activation Status	Processing status of the customer's e-bill service activation order. This box is blank after account activation. Pending�Application for enrollment in e-bill service has not yet been sent to the biller for approval. Sent�Application for enrollment in e-bill service has been forwarded to the biller for approval. Completed�Application for enrollment in e-bill service has been forwarded to the biller for approval, and the application has been approved by the biller. Rejected�Application for enrollment in e-bill service has been forwarded to the biller for approval and has been rejected by the biller.
Activation Date	The date the biller account was activated.
Activation Method	Indicates e-bill service activation method. Values are Auto and Subscriber.
Account #	Number used by biller to identify the customer's account. Box is blank if account is not yet activated or is a payee account.
Remit Account #	The number of the account the customer has with the payee.
Lead Day	The number of days it takes a payment to reach the biller. Valid values include �1,� �2,� �3,� �4,� and �5.�
Suppress Paper Bill	Customer's response to biller's request to suppress paper bills. Values are Yes, No, Ask Again, and Not Allowed.
Send E-bill by E-mail	Indicates if customer has elected to have e-bills delivered by e-mail. Values are No, Summary Only, and Summary and Detail.
User Name	The user name that the customer uses to log in to the user interface. Note: This field only appears for merchants in CheckFree�s online bill payment network that are supporting customers who are also in the online bill payment network.
Service Address Section
Address 1, Address 2, Address 3	Address where biller services are provided. Length: 40 characters in each line.
City	City where biller services are provided. Length: 40 characters.
State	Standard state code associated with city.
Zip Code	ZIP code associated with city. Length: 5-4.
Day Phone	Customer's day phone number.
Evening Phone	Customer's evening phone number.
Mailing Address Section
Note: With the exception of the e-mail address, the terms in this section are the same as in the Service Address section. However, they represent the customer's mailing address, which may be different from the service address.
E-mail	Customer's e-mail address.
Service Information Section (Unlabeled)
Modified Date	Date the account was last updated.
Modified By	The User ID that last changed the account.
Last Bill Date	Date CheckFree last received a bill for the account.