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Payment Plans
Pencil Payment Plans let businesses set up flexible installment schedules, automate reminders, and simplify tracking—making it easy to manage payments
- How do I set up a payment plan?
- How to create a payment plan with one or multiple invoices in Pencil
- How do I configure my payment plan settings in Pencil?
- How do I handle a failed payment plan payment
- How do I set up a payment plan?
- How to cancel a Customer's Payment Plan
- How to change the next payment date to customer's payment plan?
- How to change the next payment amount in customer's payment plan?
- How to make changes to a customer's payment plan?
- How do I collect multiple payments for an invoice without creating invoices with the smaller dollar amount to make up the total invoice amount?
- Payment Plan Email Notification Settings
- How to update or make changes to an existing Payment Plan
- Unable to create a payment plan due to "Invalid Payment Duration" Error
- How to check default payment duration settings in Pencil
- How to remove the payment plan link in overdue invoice emails in Pencil
- How to Apply an External Payment to an Active payment plan
- How to review Instalments for a payment plan in Pencil
- How to update the saved payment method for an active payment plan
- How to extend the duration of an active payment plan
- How to add invoices to an existing payment plan
- How to pause an active payment plan
- How to cancel an existing payment plan