PencilPay Help Center
Go to www. pencilpay.com
Customer Settings
Customer Settings
Transaction Fees
Invoice Settings
Cin7 Core Settings
Integrations
Cin7
Credit Forms | Account Applications
Required Application Information
My Pencil Account
Notification Receivers
Payment Plans
Invoices
Payments
ACH
Payments Settings
Processing Payments
Default Payment Settings
Payment Terms
Customers Walkthrough in Pencilpay
Customer Filters
Customers Header Features
Back to home
PencilPay Help Center
Customer Settings
Customer Settings
Transaction Fees
Invoice Settings
Cin7 Core Settings
Integrations
Cin7
Credit Forms | Account Applications
Required Application Information
My Pencil Account
Notification Receivers
Payment Plans
Invoices
Payments
ACH
Payments Settings
Processing Payments
Default Payment Settings
Payment Terms
Customers Walkthrough in Pencilpay
Customer Filters
Customers Header Features
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
How to Disable setting that requires customer to input a payment method when completing their credit form
How to Disable setting that requires a customer to input trade references when completing their credit form
How to disable setting in Pencil to send a friendly reminder to customer if they haven't completed their on boarding credit form application?
How to Enable Cin7 Core Setting "On Invoice Authorisation Push to Pencil"
I cannot find my customer in Pencil
Transaction Fees
How to Change/Update Transaction Fee Settings for a specific customer in Pencil
Invoice Settings
How to change Invoice Reminder Settings in Pencil for a specific customer in Pencil
Auto-charge didn't charge on a weekend (Enabled for charging on the weekend setting) in Pencil
How to send invoice reminders for customers who do not have any saved payment method
How to override and turn OFF my default Email/SMS Reminder Settings for a customer in Pencil?
Cin7 Core Settings
How to override default Cin7 Core Deposit Payments Settings in Pencil for a customer
How to Enable Cin7 Core Setting "On Order Authorisation Push to Pencil"
How to Enable the Cin7 Core Setting "On Quote Authorisation Push to Pencil"