How can I tell the retention status of a customer (New customer/Regular customer)?
When you add a new customer in metasfresh, they will not have any particular customer status at first. As soon as you create a contract for this customer, however, they will become a New Customer. From the moment of the second invoice, the status will change to Regular Customer and remain up to 12 months after the end of the contract. Unless a new contract is created for this customer within this period or the old one is extended, the customer status will fall back to no status.