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

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.