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Walk-through of Sales Orders in Pencil

Here's an overview of the PencilPay Sales Orders Menu

The Sales Orders Page is very straight-forward in its features.

4 Important Parts/Features in Sales Orders

  1. Buttons
    1. Sync
    2. Show/Hide Filters

  2. Filters

  3. Header Settings

  4. Actions → More Actions (...) 

Header Settings
 
Actions
App Name
App Logo
Customer Name
Quote/Order/Invoice Number
Quote/Order/Invoice Id
Status
Sales Order Date
Due Date
Amount
Amount Paid
Amount Due
TCA Credit
Transaction Fee
Invoice Number
Inventory Invoice Statuses
Description
Payment Source
Customer ID
Credit Form ID
Credit Form Trading Name
Credit Form Status
Created At