How to get paid from Quote or Invoice in DEAR Systems with Pencil

To start with please make sure you have connected your DEAR with Pencil and enabled DEAR Deposits by following this article: https://support.pencilpay.com/knowledge/how-to-setup-and-configure-dear-systems-deposit-payments-in-pencil.

Then double check you have updated your DEAR templates with the Pencil payment link by following these articles:

If you would like Pencil to update your DEAR templates for you please email support@pencilpay.com with your DEAR templates and we'll update for you.

Next, please view the video below to see how to  get paid from Quote or Invoice in DEAR Systems with Pencil.