If you are already logged in to Pencil, you can bookmark these links fore easy navigation to various Pencil Settings.
There are 3 Default Settings page that you will often need to navigate to in Pencil.
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.
To view your payment plan settings, you can use this link: https://app.pencilpay.com/admin/payment_plan_settings,
Make sure that your default payment plan duration aligns with the duration of the payment plan you will create for your customers. If not, you can always edit, update the maximum duration and hit Save to make certain changes.
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.
