Customer Settings

• How to reset my password?
• How to add a new user?
• How do I update when my customer's invoice is processed
• How to add/edit/delete the users who receive email invoice and credit form notifications?
• How to turn off auto-charge for my signed up customers?
• How to disable auto-charge for my customer?
• How to handle a customer that doesn't update their payment method
• How to request an update to your payment terms and credit limit?
• How to set the default text in the on boarding email that is sent to your customer?
• How to set the default text in the setup a payment plan email that is sent to your customer?
• How to set the default text in the on update payment method email that is sent to your customer?
• How to Change Customer Status from Active to Inactive
• How to change Customer Status from Inactive to Active
• What to do if a Customer refuses to add their Bank Account or Credit Card details to Pencil Application
• How to Customise the On Boarding Email Template for customers
• How to Update Accounts Email for Customer?
• How to let your customers know that they will be charged for their invoice the following day?
• How to Disable setting that requires customer to input their ABN when completing their credit form
• Does the Default Settings in Invoices & Collections override the Customer Settings in Pencil?
• How to set your Credit Application Form to not require a Director
• Customer Settings Walkthrough in Pencil
• How to Turn Off Auto-charge for All my Customers