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      How to Send a Statement to a Customer for All Overdue Invoices

      Did you know that your customer can pay for multiple invoices in one click when you send a statement to them using PencilPay?

      One really cool feature of PencilPay is the ability to send a single statement to a customer to allow them to pay for all unpaid invoices in one click.

      Here's how to send a statement to a customer in 4 easy steps.

      1. Log into your PencilPay account.
      2. Go to Customers. 
      3. Under 'Search' Type in the Customer's Trading Company Name and hit 'Enter'
      4. Under 'Actions', click on the 'More Actions' or the (...) three dots. From the drop-down menu, select, 'Send Statement'

      And boom! Your customer receives a statement in their inbox just like that. Too easy. The email will have a subject line that says "<Customer Trading Name> Monthly Statement from <Supplier Trading Name>

      With one click of a button, a customer is now able to make a single payment for multiple invoices. All they have to do is to click 'Pay Now'.

      Here are the exact steps that your customer will need to do to make a payment.

      1. The customer will receive a statement from your registered PencilPay admin email.

      2. They will need to click on 'Pay Now' button.

      3. The page will redirect to the 'Pay Invoices' page.

      4. The customer has to select the invoice(s) they would like to pay and click 'Next'

      5. Click on 'Pay by credit card or direct debit (if available) and hit 'Enter'.

      6. The customer needs to fill out the form completely.

       **Important Note** Once you tick this check box to 'Save Credit Card Details for Later', a pop-up reminder will come up. Click 'OK'. and then click "Pay Now".

      Before you send a statement to the customer, you may want to set the description you wish to be shown on your customer's bank statement for payments processed through the Pencil Platform.

      Click to view the related article for your reference: 

      To make it easier for your customer to know what the description is and who it is from, you can follow these steps:

      1. Log into your PencilPay account.
      2. Go to Settings -> Invoices & Collections.
      3. Scroll down to the bottom of the page to "Credit Card/Bank Statement Description".

      1. Here you can set the description that you wish to be shown on your customers' bank statement for payments processed through the Pencil Platform. This description has two parts: Trading name prefix (prefix) and last digits of Invoice number (digits) - "{prefix} {digits}". E.g: ADev V-Jan22-00025
      2. There are some limits to the number of characters:
        1. Credit Card (maximum of 18 characters)
        2. Direct Debit (maximum of 13 characters)
      3. Click Save to update. All payments processed through PencilPay from the time you Save these settings will show with the newly updated descriptor.