---
title: Status
slug: status
createdAt: 2025-03-14T18:43:35.614Z
---

ampEducator can automatically track student account balances and apply holds when an overdue balance or payment plan balance reaches a specified threshold. Student account stati can be **Good Standing, Marginal, or Review**. When a student's balance exceeds the minimum overdue amount and days set in the configuration, their status changes to **Review**.

To configure these settings, navigate to **Institution Config / Accounts / Status**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/QPVULDc1kkpOjEBVGXWSl_screen-shot-2025-03-13-at-33728-pm.png)

- **Min Amount Overdue** – The minimum overdue balance required to trigger a status change.
- **Min Days Overdue** – The number of days past due required before the status changes.
- **Hold Balance Overdue** – Select **Yes** to automatically place a hold on the student's account when their status becomes **Review**. If enabled, an additional dropdown menu will appear to select the hold type.
- **Hold Type** – If a hold is enabled, choose the type of hold.
- **Email Notification** – Select **Yes** to send an email notification when the student's account status changes.
- **Payment Plan Min Amount Overdue** – The minimum overdue balance required to trigger a status change for a payment plan.
- **Payment Plan Min Days Overdue** – The number of days past due required before the payment plan status changes.
- **Payment Plan Hold Overdue** – Select **Yes** to automatically place a hold on the student's account when their payment plan status becomes **Review**. If enabled, an additional dropdown menu will appear to select the hold type.
- **Payment Plan Hold Type** – If a hold is enabled, choose the type of hold.
- **Payment Plan Email Notification** – Select **Yes** to send an email notification when the payment plan status changes.
- **Marginal Threshold %** – Determines when a student account is considered Marginal. Any balance between the marginal threshold and the minimum overdue amount is considered marginal, while anything below the marginal threshold is flagged for **Review**.
- **Generate Daily Report** – Select **Yes** to enable automatic daily reports for students flagged as **Marginal** or **Review**. If enabled, two additional dropdown fields will appear:
  - **Student Stati** – Select which student statuses (Active, Graduated, Inactive, Pending) should be included in the report.
  - **Send Report To** – Choose from a list of your staff members who should receive the Daily Report.