Invoice Settings
      Back to home
      1. PencilPay Help Center
      2. Customer Settings
      3. Invoice Settings

      How to change Invoice Reminder Settings in Pencil for a specific customer in Pencil

      You may encounter a scenario where you need to update the invoice reminder settings of a specific customer upon their request or as needed.

      First, you need 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

      Understanding the different Invoice Settings in Pencil that you can configure on a customer by customer basis.

      Reminders

      Invoice Reminder Settings

      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