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How to update the default payment method of an Active Payment Term

From time to time you may be required to update the default payment method of a Payment Term. This article shows you how to quickly do it.

Please follow the steps below toupdate the default payment method of a payment term in Pencil:

  1. Log into https://app.pencilpay.com/
  2. Go to: Settings -> Credit Forms -> Payment Terms Settings.
  3. Check that you filtered by Active = Yes.


  4. Then find each active trading term and you will find the Column for Default Payment Method of each Active Payment Term.
  5. Select the Default Payment Method for each of the Active Payment Terms and hit Save Changes.

Need Help?

If you have any questions or need further assistance, you can book a Zoom meeting with Pencil Support in the calendar below for personalized help. Our team is available to ensure your payment syncing and automation remain seamless.