How to Update Accounts Email for Customer?

There is an easy way to update the accounts email for your customer. You can follow the steps below:

  1. Go to Pencil → Customers.
  2. Search for your Customer.

3. Under Actions, click on (...) More Actions → Click "Review" 

customers-review-pencil-edit-accounts-email

4. Scroll down to Company → Click on "Edit" icon that looks like a pencil right next to Accounts Name so you can edit the "Accounts Email" field.

5. Click Save to update the details.

6. Next under Actions, click on (...) More Actions → Click "Notification Receivers" and follow the steps here: https://support.pencilpay.com/knowledge/how-to-add-more-emails-to-your-customers-invoice-notifications to double check if an incorrect email is still able to receive email notifications.

We recommend keeping the incorrect email address in the system but disabling all notifications for that address. This approach ensures that if your accounting, ERP, or inventory system still references the incorrect email, it will not receive any further communications.