How to Setup and Configure Cin7 Core/DEAR Systems Deposit Payments in Pencil?

Please follow these steps:

Prerequisites
1. You need an active PencilPay account. If you don’t have one, please go to Onboard Customers, Save Time and Get Paid Faster | PencilPay and register for a 30 day trial. Alternatively contact us via email at support@pencilpay.com and we’ll arrange a 20 minute demo of PencilPay.
2. You need an active Xero account that is integrated with PencilPay. If you don’t have a Xero account, please go to Try Xero for Free and sign up for a free 30 day account.
3. You need an active Cin7 Core (DEAR Systems) account Cloud ERP System Software | Automate your Business | DEAR with the following extension installed and connected: DEAR | WooCommerce Integration
PencilPay Configuration
1. Log in to PencilPay and go to: Integrations → Cin7 Core
2. Scroll down to “Enable Deposit Payments” and toggle this setting ON.
3. Next you will need to set the bank account that you have funds deposited into. This will also be the same bank account that is selected in your Xero settings in Integrations → Xero.
4. On Quote Authorisation Push to Pencil
  1. Toggle this ON to enable the deposit feature on Quote Authorisation
  2. What percentage of the Quote do you require as a deposit?
    1. Set the percentage that you want to use as the default setting across all your customers. This can be set individually on a customer by customer basis.
  3. Auto-Send Email on Authorise Quote?
    1. By default this is OFF.
    2. If you want to automatically sent to the customer when the quote has been authorised.
  4. Allow your customer to edit the payment amount?
    1. By default this is OFF.
    2. If you want your customer to be able to edit the amount they pay from the Cin7 Core payment link toggle this ON.
  5. Enable multiple payments to a Quote?
    1. By default this is OFF.
    2. If you want your customer to be able to make multiple payments for a Quote toggle this ON. Please note that "Allow your customer to edit the payment amount?" setting above must be also ON so the customer can edit the amount they want to pay each time.
5. On Order Authorisation Push to Pencil
  1. Toggle this ON to enable the deposit feature on Order Authorisation
  2. What percentage of the Order do you require as a deposit?
    1. Set the percentage that you want to use as the default setting across all your customers. This can be set individually on a customer by customer basis.
  3. Auto-Send Email on Authorise Order?
    1. By default this is OFF.
    2. If you want to automatically sent to the customer when the Order has been authorised.
  4. Allow your customer to edit the payment amount?
    1. By default this is OFF .
    2. If you want your customer to be able to edit the amount they pay from the Cin7 Core payment link toggle this ON.
  5. Enable multiple payments to an Order?
    1. By default this is OFF.
    2. If you want your customer to be able to make multiple payments for an Order toggle this ON. Please note that "Allow your customer to edit the payment amount?" setting above must be also ON so the customer can edit the amount they want to pay each time.
6. On Invoice Authorisation Push to Pencil?
  1. Toggle this ON to enable the deposit feature on Invoice Authorisation
  2. What percentage of the Invoice do you require as a deposit?
    1. 1. Set the percentage that you want to use as the default setting across all your customers. This can be set individually on a customer by customer basis
  3. Auto-Send Email on Authorise Invoice?
    1. By default this is OFF.
    2. If you want to automatically sent to the customer when the Invoice has been authorised.
  4. Allow your customer to edit the payment amount?
    1. By default this is OFF.
    2. If you want your customer to be able to edit the amount they pay from the Cin7 Core payment link toggle this ON.
  5. Enable multiple payments to an Invoice?
    1. 1. By default this is OFF.
      2. If you want your customer to be able to make multiple payments for an Invoice toggle this ON. Please note that "Allow your customer to edit the payment amount?" setting above must be also ON so the customer can edit the amount they want to pay each time
7. Click Save.
Cin7 Core Configuration
1. Check that your Account Mapping has the “Customer Credit Account” is set. Please set to “Pencil Clearing Account”. You can go to https://inventory.dearsystems.com/AccountMapping or Settings → Reference Books → Account Mapping → check “Customer Credit Account” and Save.