Under Actions, when you hover over the 3 dots (...), It will give you a drop-down menu with different features.
Actions is one of the most useful Header Features which will give you a variety of features to edit/review/update customer information and other relevant features
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Under Actions, you will find the More Actions (...) drop-down menu options when you click on the three dots. |
An Overview of the Actions → More Actions → drop-down features in Pencilpay
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More Actions Feature
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| Review |
The 'Review' drop-down option will allow you to review the credit form application of your customer.
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| Edit |
The 'Edit' drop-down option will allow you to edit/update/input changes to your customer's credit form application form.
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| Send On-boarding Email |
The 'Send On-boarding Email' drop-down option will allow you to send the on-boarding email to your customer. Make sure that you send it to the actual or correct email address that they will be using to sign up with their Pencilpay account to complete their credit form application.
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| Customer Settings |
The 'Customer Settings' drop-down option will allow you to customise specific settings for your customers and override any Default Settings you have for your customers in general.
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| Notification Receivers |
The 'Notification Receivers' drop-down option will allow you to edit/update/input/delete customer emails that receive notifications in Pencilpay.
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| Add Card on File |
The Add Card on File drop-down option will allow you to add Card on File
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| Perform Equifax Credit Check |
The 'Perform Equifax Credit Check' drop-down menu will allow you to perform an Equifax Credit Check for your customer.
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| Merge Credit Forms |
The 'Merge Credit Forms' will allow you to merge duplicate customers in PencilPay
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| Link Customer |
Pencil will find and link the customer to this credit form. Please make sure that the customer exists in your Xero and Cin7 Core account(s).
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