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
- Buttons
- Sync
- Show/Hide Filters
- Filters
- Header Settings
- 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 |