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How to check my default Invoices & Collection settings in Pencil

Quickly learn how to view and manage your default Invoices & Collections settings in PencilPay for streamlined payment processing and reminders.

Managing invoices and collections efficiently is crucial for maintaining healthy cash flow and customer relationships. This article walks you through how to view and adjust your default Invoices & Collections settings in PencilPay.

Whether you need to update auto-charge preferences, set up invoice reminders, or configure payment options for all your customers, you’ll learn how to access and manage these features to streamline your payment process and ensure prompt collections.

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.

In Pencil, go to Settings → Invoice & Collections → Invoice & Collections

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