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MYOB Acumatica and PencilPay Data Sync & Payment Processing 

MYOB Acumatica and PencilPay work together to ensure your invoicing and payment data syncs efficiently and that payments are processed reliably. Below, we describe how data syncing works, how payment processing is scheduled, and how overdue invoice reminders are managed.

Data Sync Methods

  • Web Hook Sync
    When an invoice or customer is updated in MYOB Acumatica, a web hook triggers instantly. This sends a notification to PencilPay, which will then sync the updated data—such as newly created invoices or payments—within a few seconds.

  • Queue-Based Sync (Fallback)
    If MYOB Acumatica's rate limit for updates is reached, syncing via web hook may be paused. In that case, unsynced data is queued for batch processing:

    1. Push payments and fees to MYOB Acumatica: every 6 hours

    2. Push customers to MYOB Acumatica: every 6 hours

    3. Sync invoices from MYOB Acumatica:

      1. Sync unpaid invoices: every 1 day at 8:00pm

      2. Sync paid invoices: every 12 hours

    4. Sync customers from MYOB Acumatica: every 12 hours

    5. Sync payments from MYOB Acumatica of existing unpaid invoices: every 2 days at 10:25pm

     


Payment Processing Schedule

  • If a customer is signed up with PencilPay, payments are automatically processed based on your configured settings in Settings → Invoices & Collections.

    • You may refer to this support article for more information: https://support.pencilpay.com/knowledge/how-to-check-my-default-invoices-collection-settings-in-pencil


Overdue Invoice Reminders

  • The reminder feature for customers not signed up to PencilPay is OFF by default.

  • If enabled:

An overdue invoice reminder is sent when an invoice is overdue on X number of days depending on your settings (see below options)

  • On the due date
  • 1 day overdue
  • 2 days overdue
  • 3 days overdue
  • 4 days overdue
  • 5 days overdue
  • 6 days overdue
  • 7 days overdue
  • 14 days overdue
  • 21 days overdue
  • 30 days overdue

Additional reminders are sent depending on your settings (Settings → Invoices & Collections → Frequency) for outstanding invoices, and you can set the specific time to send the additional reminders Settings → Invoices & Collections → Time (HH:MM)


  • How to Manage Reminder Settings
    • Log in to PencilPay.
    • Navigate to: Settings → Invoices & Collections.
    • Here, you can view and adjust the reminder settings for overdue invoices for non-PencilPay customers.