I want to set the payment term and credit limit for my new customer before I send them an on-boarding email but I cannot change credit limit

The first thing you need to do is to go check your Payment Term Settings to check if the credit limits have been set correctly. To do this, follow the steps below:

1. In Pencil, go to Settings → Credit Forms → Payment Term Settings → Set "Active" Filter = Yes → Go to the active payment term you would like to update → Under Actions click on the black button "more..." to the right of the screen under each payment term
   
2. Next, scroll down and change the Credit Limit -→ Note that the above credit limit is the maximum amount while the bottom is the increments.
   
   

Once you've done this, you can then send the on boarding email to your customer and you will be able to set the credit limit according to the payment term you select for your customer.

1. Log into app.pencilpay.com with your Pencil login.
2. Go to Customers.
3. Search for your customer.
4. Under "Actions" click on the "More Actions" and select "Send On-boarding Email".
   
5. Select an existing user or enter a new email address.
6. Then toggle ON "Set Trading Term" and select the required payment term and credit limit.
   
7. If required, you can set the Payment Method and also Edit Email Content by toggling these two sections and selecting as required.
8. Click "Send" to send to the customer.
9. The customer will receive an email with the details above pre-selected.

    

   To set the payment term and credit limit for your customer you can follow the steps above or watch the video: