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Customer Status Filters and Inactive Records in PencilPay

Understand how customer status filters work in PencilPay, why the Inactive status is excluded from 'All' filters, and learn how to manage customer records across different statuses

In Pencil, when you set the status filter to "All," it will show all customers except those marked as "Inactive."

The "Inactive" status is the only one that’s not included when you select "All."

This helps keep your active customer list clear and avoids any confusion with customers who are no longer active in your system.

When a customer status is changed in your accounting software, it does not sync to update in Pencil.

If there is a need to mark a customer as Inactive, Active or vice versa or mark a customer as draft, you may refer to the support articles below:

  1. How to change Customer Status from Inactive to Active

  2. How to Change Customer Status from Active to Inactive

  3. How to change a customer back to Draft status?

Need Help?
If you have any questions or need further assistance Reply directly in your support inbox or contact PencilPay Support for detailed guidance or you can book a Zoom meeting with Pencil Support in the calendar below for personalized help.