Customer Settings
      Back to home
      1. PencilPay Help Center
      2. Customer Settings

      How to set the default text in the setup a payment plan email that is sent to your customer?

      You may wish to communicate a specific message to your customers to help them understand the setup a payment plan via Pencil.

      To set the default text in the set up a payment plan email that is sent to your customer follow the steps below:

      1. Log into Pencil with your Supplier User login.
      2. Go to: Settings -> Credit Forms -> Email Template Blocks.
      3. You can click on the "Preview" icon under "Actions" to see the existing default content.

        A pop-up of the preview will show up

      4. If you would like to change it, click on the "Edit" icon on "Actions" for this email template name "[002] Payment Plan Offer".
      5. Update the content and Save.
      6. Next time you send an on boarding email to a customer you can Preview it before to see how it looks. [001] Customer On Boarding Email -> Under Actions, Click Binocular Icon to Preview the content first.