You may encounter a scenario where you would like to send out invoice reminders for your customers who do not have any saved payment method.
You have the option to send invoice reminders for customers who have no saved payment method.
- If you have spoken with our customer and don't want to send invoice reminders,
you can toggle this feature off. - If you want to overwrite the defaults settings, you can update the number of Days Overdue value specifically for this customer.
First, you need to find the Customer Settings in Pencil
1. Log in to Pencil admin account.
2. Go to Customers.
3. Search for your customer.
4. Under 'Actions', click on the three dots (...) "More Actions"
5. Select "Customer Settings" from the drop-down list
| Send Invoice Reminders for No Saved Payment Method |
You have the option to send invoice reminders for customers who have no saved payment method.
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Select one from the drop-down options:
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