How do I update when my customer's invoice is processed

You may want to give your customers more time to pay via bank transfer before Pencil processes the payment. Follow the steps below to update this.

You may have customers that have signed up to Pencil with a saved payment method (credit car or direct debit (ACH) and you want the flexibility to set how many days after the customer's invoice is due before Pencil processed the payment.

You would update this setting in cases where you want to give your customer the opportunity to pay by bank transfer.

To make these updates please follow these steps:

1. Go to Customers
   
2. Search for the customer
   
   
3. Click on the (...) More Actions icon under "Actions" and then, select "Customer Settings"
   
4. Then scroll to the "Reminders" section and update this customer's "Auto-Charge Invoices with Saved Payment Method" setting" to how many days after the invoice due date you want Pencil to process the payment (if it hasn't been paid yet).

5. Once updated, close the popup and the setting is now active.