> ## Documentation Index > Fetch the complete documentation index at: https://knowledge.uportal360.com/llms.txt > Use this file to discover all available pages before exploring further. # Contract Statuses ## Contract Status and Sub Statuses #### Active | **Sub Status** | **Definition** | **Actions** | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------- | | Current | Contract is being serviced. | Contact Credit if decline reason needed. | | Past Due | If a Minimum Payment is not made on time, the Account will be set to Past Due. | Review Details in uPortal360. | | Contract Change | The contract is currently undergoing the modification process (Increase, Reapply, or Rewrite), and the second contract has not yet been signed. | Awaiting consumer signature on the new contract to finalize closure. | #### Assignment | **Sub Status** | **Definition** | **Actions** | | -------------- | ---------------------------------------------------------------------------- | ------------------------------------------- | | Credit Review | Completed in 1 Business Day or Less, Review for Purchasing. | Contact Credit Department for more details. | | Processing | Completed in 1 Business Day or Less - Assigning Contract. | Contact Credit Department for more details. | | Welcome Call | Completed in 1 - 5 Business Days, Reaching out to Consumer for Welcome Call. | Contact Credit Department for more details. | #### Bulk | **Sub Status** | **Definition** | **Actions** | | -------------- | --------------------------------------- | ----------------------------- | | Bulk - Pending | Contract is ready to be loaded in bulk. | Review Details in uPortal360. | #### Cancelled | **Sub Status** | **Definition** | **Actions** | | -------------- | ----------------------- | ----------------------------- | | | Contract was cancelled. | Review Details in uPortal360. | #### Closed | **Sub Status** | **Definition** | **Actions** | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------- | | Various | Attorney Retained, Bankruptcy, Buyback, Canceled, Contract Error, Contract Change, Deceased, Fraud, Merchant Cancel, Paid, Refund, Refusal, Rewrite, Sent to Collection Agency, Skip, Small Balance Write-Off, Transfer Account, Write-Off | Review Details in uPortal360. | #### External | **Sub Status** | **Definition** | **Actions** | | ----------------- | ----------------------------------------------------------- | ------------------------------------------- | | Approved | Applicant was approved. | Contact Credit Department for more details. | | Call for Decision | Completed in 1 Business Day or Less, Review for Purchasing. | Contact Credit Department for more details. | #### Incomplete | **Sub Status** | **Definition** | **Actions** | | --------------- | ------------------------------------------------------------------------------------------------------ | ----------------------------- | | Credit App | Incomplete Credit Application cannot be completely processed or has not been submitted for processing. | Review Application. | | ID Verification | ID still needs to be verified. | Review Details in uPortal360. | #### Pending - Merchant | **Sub Status** | **Definition** | **Actions** | | -------------- | ------------------------------------------------ | ----------------------------- | | Charge | Awaiting merchant to add charge to the contract. | Review Details in uPortal360. | #### Pending - Consumer | **Sub Status** | **Definition** | **Actions** | | ----------------- | ---------------------------------------------------------- | ------------------------------------------------------------------------ | | Autopay | Consumer is in the autopay step during origination. | Setup autopay. | | Charge Acceptance | Waiting for charge to be accepted. | Accept charge. | | Down Payment | Consumer is in the down payment step during origination. | Make a down payment. | | KBA | Knowledge Base Authentication | Authenticate consumer. | | Link Provided | Link has been sent to consumer. | Use the link and continue with the origination process. | | Payment Option | Consumer is in the payment option step during origination. | Choose a payment option. | | Summary | Consumer is in the summary step during origination. | Review charge and sign agreements. | | Verify Email | Consumer is in the verify email step during origination. | Verify email using the code sent to the applicant's email. | | Verify Phone | Consumer is in the verify phone step during origination. | Verify phone number using the code sent to the applicant's phone number. | #### Pending | **Sub Status** | **Definition** | **Actions** | | -------------------------- | --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | Contract Document Creation | A Credit Application has been completed but the agreements have not been created. | Select Term, 1st PMT Date, Cash Price, Down Payment, etc. and Send Contract for Signature. | | Credit Review | Manual Credit review in Progress. | Call Credit for status. | | Down Payment | Awaiting Down Payment. | Make a down payment on the contract. | | Future Note Date | Fully executed contract with a Note Date in the future. | Once Note Date arrives this becomes an Active contract. | | GorS Delivery | GorS (Goods or Service) Fully executed contract, but the goods or services have not been delivered. | Merchant will release to Active status once services or goods are delivered - Use Delivery Confirmation to manage entry of Delivery Dates. | | Print Verification | Awaiting receipt or review of printed contract to confirm all signatures have been collected. | Fax Signed Contract using DocuSign Cover Letter. | | Signatures | Waiting for the Applicant, Co-Applicant or Seller to Sign. | Contact Signer(s), Use Needs Signing Queue to manage agreement. | | Waterfall | Waiting to go through waterfall process. | Review Details in uPortal360. | #### Unknown | **Sub Status** | **Definition** | **Actions** | | -------------- | --------------------------------------------- | ----------------------------- | | Processing | Status is unknown but contract is processing. | Review Details in uPortal360. | #### VOID | **Sub Status** | **Definition** | **Actions** | | -------------- | ------------------------------------------------------------------------------ | ---------------------------------------- | | Declined | Applicant was Declined for Credit. | Contact Credit if decline reason needed. | | ID Failure | Failed to identify applicant. | Contact Credit if decline reason needed. | | VOID | Removed from System, Never made it past Credit Application or was set to VOID. | N/A | ## Charge Slip Statuses | **Status** | **Definition** | **Actions** | | ------------------ | ----------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | Incomplete | Started but never sent for Signature. | Use To Do Queue to Manage. | | Print Verification | Waiting receipt or review of printed Charge Slip to confirm all signatures have been collected. | Fax Signed Charge Slip using DocuSign Cover Letter. | | Pending Delivery | Fully executed Charge Slip, but the goods or services have not been delivered. | Merchant will release to Active status once services or goods are delivered - Use Delivery Confirmation to manage entry of Delivery Dates. | | Open | Charge Slip is being serviced. | Review Details in uPortal360. | | Paid | Charge Slip has been Paid in Full. | Review Details in uPortal360. | | Write-Off | Closed with a Write-Off Reason. | Review Details in uPortal360. | | VOID | Removed from System, Never made it past Credit Application or was set to VOID. | N/A |