In Pencil, when you go to Customers, you will find many filters on the upper part of the grid (page). Explore the list of all the different filters and their functions below:
Here are the different filters in Pencil
When searching for a customer in Pencilpay, it is always important to understand how to use the filters to search your customer.
You can set the filters to All by default or change them according to their purpose.
There are currently 7 different filters in PencilPay.
- Status
- Country
- Payment Term
- Email Sent
- Payment Method
- Failure Exceeded
- Auto-charge
| Status | This filter will show a list of All customers with their corresponding Status in Pencilpay |
| Country | This filter will show All customers in a specific Country |
| Payment Term | This filter will show All customers with a specific Payment Term (ie 15 days, 30 days, etc.) |
| Payment Method |
This filter will show All customers with a set Payment Method (YES) This filter will show All customers with no set Payment Method (NO) |
| Failure Exceeded | This filter will show All customers who have exceed payment failure attempts (3 and above) |
| Auto-charge | This filter will show All customers who have the auto-charge feature toggled ON |
Please see the drop-down menu of each Status in Pencilpay
| Status | |
|
All
Draft Email Sent SMS Sent Email & SMS Sent Application Submitted All Registered Pending Signature Awaiting Approval All Signed No Signature Required Credit Form Approved Pending Signature Awaiting Approval All Signed No Signature Required Credit Form Approved Credit Form Rejected Change Requested Credit Terms Change Requested Credit Limit Change In Progress Manual Charge Authorised Inactive |
|
| Country | |
| All Australia New Zealand South Africa United Kingdom United States |
|
| Payment Term | |
| All 15 Days 30 days Pre-paid |
|
| Email Sent | |
| All Yes No |
|
| Payment Method | |
| All Yes No |
|
| Failure Exceeded | |
| All Yes No |
|
| Auto-charge | |
| All On Off |