Customer Settings
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      1. PencilPay Help Center
      2. Customer Settings

      Customer Settings Walkthrough in Pencil

      You may encounter a scenario where you need to customise some settings of a particular customer and override your default settings.

      Where to find the Customer Settings in Pencil

      1. Log in to Pencil admin account.
      2. Go to Customers.
      3. Search for your customer.
      4. Under 'Actions', click on the three dots (...) "More Actions"
      5. Select "Customer Settings" from the drop-down list
      Application Required Information 
      CUSTOMER SETTINGS DEFINITION OPTIONS
      Directors Required
      • Toggle this setting off if you have personal customers that do not have or require directors.
      • You will still be able to set a trade credit limit and save their payment details for future purchases.
      		 Toggle ON/OFF
      Personal Guarantor Required

      • Toggle this setting off if you have personal customers that do not have or require the personal guarantor.

      • You will still be able to set a trade credit limit and save their payment details for future purchases.

      		 Toggle ON/OFF
      Trade References
      Required 
      • Toggle this setting off if you have personal customers that do not have or require the trade references.
      • You will still be able to set a trade credit limit and save their payment details for future purchases.
      		 Toggle ON/OFF
      ABN Required
      • Toggle this setting off if you have personal customers that do not have or require a ABN/ACN.
      • You will still be able to set a trade credit limit and save their payment details for future purchases.
      		 Toggle ON/OFF
      Payment Method
      Required
      • If you want to sign this customer up on Pencil on a term that by default requires a payment method saved, you can toggle this feature OFF for this customer.
      • If you don't change this setting for this customer, they will use your default settings in Pencil (Settings → Credit Forms → Payment Terms Settings)
        Set "Active" filter to "Yes. (Note: To view your Active payment terms)

        To check your active payment terms in Pencil, you can use this link:

        https://app.pencilpay.com/admin/trading_terms_settings

      		 Toggle ON/OFF

      Transaction Fees

      CUSTOMER SETTINGS DEFINITION OPTIONS
      Transaction Fees
      • Your default settings can be found in Settings - Invoices & Collections → Transaction Fee Settings.
      • If you wish to override these, you can update here.
      		 Toggle ON/OFF
      Invoice Transaction
      Fees 
      • Your default settings can be found in Settings → Invoices & Collections → Transaction Fee Settings.
      • If you wish to override these, you can update here.

        To view your default Invoices & Collection settings, you can use this link:

        https://app.pencilpay.com/admin/invoices_collections

        You will find the default Invoices & Collections Payment Processing Settings for all your customers.

        Your default auto-charge settings, Invoice Reminders and Payment Settings can be found under Invoices & Collections. 

      		 Toggle ON/OFF

       

      Payment Method

      Customer Settings Definition Options
      Primary Payment Method
      • Pencil will use the primary payment method selected to auto-charge invoices in case there is more than one payment method provided.
      • If the first payment method fails (eg. has insufficient funds) Pencil will auto-charge the other payment method.
      Select the Primary Payment Method for your customer from the drop-down options:
      1. Credit Card
      2. Direct Debit
      3. ACH
       

      Reminders (Invoice Reminders)

      Customer Settings Definition
      Options
      Auto-Charge Invoices with Saved Payment Method  Toggle ON if you would like to enable auto-charge for invoices with Saved Payment Method.
      Select one from the drop-down options:
      • On the due date
      • 1 day overdue
      • 2 days overdue
      • 3 days overdue
      • 4 days overdue
      • 5 days overdue
      • 6 days overdue
      • 7 days overdue
      • 14 days overdue
      • 21 days overdue
      • 30 days overdue
      Enabled for charging
      on the weekend
      Toggle ON if you would like to enable auto-charge on weekends. 
      • If Weekend Charging setting is disabled, the system will not auto-charge or send notification on the weekend for the customer if there is saved payment method.
      		 Toggle ON/OFF
      Enabled for same
      day payments      		 Toggle ON if you would like to enable auto-charge for same day payments.
      • If the same day payments setting is on, the system will check for invoices that are created today and due today;
      • if this condition is met the system will auto-charge the these invoices 24/7.
      		 Toggle ON/OFF
      Send Invoice
      Reminders for
      No Saved
      Payment Method
      You have the option to send invoice reminders for customers who have no saved payment method.
      • If you have spoken with our customer and don't want to send invoice reminders,
        you can toggle this feature off.
      • If you want to overwrite the defaults settings, you can update the number of Days Overdue value specifically for this customer.
      		 Select one from the drop-down options:
      • On the due date
      • 1 day overdue
      • 2 days overdue
      • 3 days overdue
      • 4 days overdue
      • 5 days overdue
      • 6 days overdue
      • 7 days overdue
      • 14 days overdue
      • 21 days overdue
      • 30 days overdue
      Default Email/SMS
      Reminder Settings

      Your default settings can be found in Settings → Invoices & Collections → Invoice Settings.

      If you wish to override these, you can update here.

      To view your default Invoices & Collection settings, you can use this link:

      https://app.pencilpay.com/admin/invoices_collections

      		 Toggle ON/OFF 

      Applications

      Applications

      If you customer doesn't complete your on boarding credit form, Pencil will send them a friendly reminder based on your settings.

      If you don't want to send reminders to this Customer, you can toggle the switch off.

      		 Toggle ON/OFF 

      Enable Cin7 Core Deposit Payments

      Enable Cin7 Core Deposit Payments (Visible For Cin7 Core Users Only) Use Defaults - By default this is Toggled ON to use default settings. Toggle OFF and make the required changes as needed. Toggle ON/OFF 

      Close

      Close Click to close Customer Settings pop-up Click to Close

       

      (Skip this part if you are not a Cin7 User)

      Enable Cin7 Core Deposit Payments

      If you Toggle OFF this option, you will see more Cin7 Core Deposit Payment settings to Toggle ON/OFF depending on your requirements.

      • On Quote Authorisation Push to Pencil
      • On Order Authorisation Push to Pencil
      • On Invoice Authorisation Push to Pencil

       If you toggle ON any of these 3 Cin7 Core Deposit Payment settings above, it will give you several more options that you can customise depending on your requirements.
      On Quote Authorisation Push to Pencil
      • What percentage of the Sale Order do you require as a deposit?
        • If you toggle ON this setting, this setting will allow you to input a specific percentage of the Sale Order if you require a deposit for On Quote Authorisation Push to Pencil.
      • Auto-Send Email on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-send email on Order Authorisation for On Quote Authorisation Push to Pencil.
      • Auto-Charge Customer on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-charge customer on Order Authorisation for On Quote Authorisation Push to Pencil.
      • Allow your customer to edit the payment amount?
        • If you toggle ON this setting, this will allow your customer to edit the payment method for On Quote Authorisation Push to Pencil.
      • Enable multiple payments to an Order?
        • If you toggle ON this setting, this will allow you to enable multiple payments to an Order for On Quote Authorisation Push to Pencil.

      On Order Authorisation Push to Pencil
      • What percentage of the Sale Order do you require as a deposit?
        • If you toggle ON this setting, this setting will allow you to input a specific percentage of the Sale Order if you require a deposit for On Order Authorisation Push to Pencil.
      • Auto-Send Email on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-send email on Order Authorisation for On Order Authorisation Push to Pencil.
      • Auto-Charge Customer on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-charge customer on Order Authorisation for On Order Authorisation Push to Pencil.
      • Allow your customer to edit the payment amount?
        • If you toggle ON this setting, this will allow your customer to edit the payment method for On Order Authorisation Push to Pencil.
      • Enable multiple payments to an Order?
        • If you toggle ON this setting, this will allow you to enable multiple payments to an Order for On Order Authorisation Push to Pencil.

      On Invoice Authorisation Push to Pencil
      • What percentage of the Sale Order do you require as a deposit?
        • If you toggle ON this setting, this will allow you to input a specific percentage of the Sale Order if you require a deposit for On Invoice Authorisation Push to Pencil.
      • Auto-Send Email on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-send email on Order Authorisation for On Invoice Authorisation Push to Pencil.
      • Auto-Charge Customer on Order Authorisation?
        • If you toggle ON this setting, this will allow you to auto-charge customer on Order Authorisation for On Invoice Authorisation Push to Pencil.
      • Allow your customer to edit the payment amount?
        • If you toggle ON this setting, this will allow your customer to edit the payment method for On Invoice Authorisation Push to Pencil.
      • Enable multiple payments to an Order?
        • If you toggle ON this setting, this will allow you to enable multiple payments to an Order for On Invoice Authorisation Push to Pencil.