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Payments Settings
Pencil Payment Settings lets you manage payment options, configure schedules, set reminders, ensuring secure transactions and efficient collections
- How to link or merge one approved credit form to multiple ABNs/EINs or stores?
- I received a failed payment email what do I do next?
- Where can I find the reset failed payment attempts if it is not showing in Pencil → Customers?
- How do I securely store my customers' credit card details for future payment processing?
- How do I update my payment method?
- How to set the default payment method for a customer?
- How do I re-push a payment from Pencil to my accounting software
- How do I re-push the disbursement data from Pencil to Xero so you can auto reconcile Xero
- My payment has failed so what do I do?
- What happens when you mark an invoice as 'Paid Externally' in Pencil?
- How do edit the description my customer sees in their credit card and bank statement?
- How do I manually charge a customer's invoice?
- I'm not receiving email notifications when a customer pays.
- How to request for a refund?
- Why was my payment plan canceled?
- How do I update my customer's payment method?
- How to add the PencilPay link to your DEAR Sale Quote Template
- How do I reset failed payment attempts?
- How to add the PencilPay link to your DEAR Sale Order Template
- Refund Request for Direct Debit Payments
- How to add the PencilPay link to your DEAR Sale Invoice Template
- The Option for Customer to Pay via ACH is not Appearing
- How to enable the PencilPay pay now button in Xero
- How to get paid from Quote or Invoice in DEAR Systems with Pencil
- Payment Plan Email Notification Settings
- How do I notify my customer the day before Pencil will take payment from their nominated payment method?
- How to update the Credit Card details for the same customer Trading Name but different ABN's where the Status is Active and Inactive for the other
- How to take credit card payments over the phone
- How to troubleshoot when auto-charge is not working?
- How to auto charge customers in DEAR directly from Quotes, Orders and Invoices
- Invoices and Collections Email Notification Settings
- How to sync an invoice to Pencil that hasn't synced yet?
- Walk-through of Sales Orders in Pencil