Updating Approved Customer Details in PencilPay (Australia)

Options for updating customer details

1. Update details in your Accounting Software or Inventory Software manually

This is the fastest approach if you only require to update minor customer details (e.g. delivery address, delivery contact number)

Important Note:
When you use this method, we recommend obtaining written confirmation from your customer of any changes to their payment terms or credit limit.

Whenever relevant data in the credit form is changed (such as payment terms in this case scenario), the system is designed so that the customer must be informed of these updates.

Any modification to payment terms or account information constitutes a legal and binding contract. That’s why it is ideal to have these changes submitted and signed by the customer.

2. Reset customer to Draft status

Set the customer back to Draft and ask them to complete the new information and submit a new contract. This approach ensures you have a legally binding contract but may take longer and be cumbersome for both parties.

If a year or more has elapsed since their credit form was initially set to Draft status, It is important to confirm if their banking details/credit card information remains accurate

Why verification matters

Regardless of which option you choose, we recommend contacting your customer to verify their bank account details are correct. 

Recommended approach

We recommend Option 1 for most updates because it's faster and still maintains proper documentation when you receive written confirmation from your customer.