How to check my default Active Payment Term Settings in Pencil
Managing payment terms is essential for efficient customer onboarding and ongoing credit management in PencilPay.
This article explains how to quickly check your active payment terms, view detailed settings for each, and select your preferred default payment term to streamline your workflows and keep your business running smoothly.
To check your active payment terms in Pencil, you can use this link:
https://app.pencilpay.com/admin/trading_terms_settings
In Pencil, go to Settings → Credit Forms → Payment Terms Settings
Set "Active" filter to "Yes. (Note: To view your Active payment terms)
Under Actions, You can click on the black "More..." button to view relevant Credit Form Settings for each Active payment term.
You can also select the Default payment term under Default then tick the radio button of your preferred default payment term.

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