Notification Receivers
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      3. Notification Receivers

      Where to find my Email Notifications (Notification Receiver) Settings in Pencil?

      If you wish to configure settings for who receives notifications, you can check the notification receiver settings in Pencil.

      There are three different Notification Receivers Settings in Pencil:

      1. Notification Receivers for Credit Forms

      link: https://app.pencilpay.com/admin/notification_receiver_settings/credit_form

      2. Notification Receivers for Invoice/Sale Payments

      link: https://app.pencilpay.com/admin/notification_receiver_settings/general_payment

      3. Notification Receivers for Payment Plans

      link: https://app.pencilpay.com/admin/notification_receiver_settings/payment_plan


      We will add these related users to the notification receivers list based on the settings that you have set.
      1. Account Contacts
      2. Authorised Representatives
      3. Directors
      4. Manual Receivers who is added manually and not linked to an user account in Pencil
      5. Personal Guarantors
      6. Invoice/Sale Billing Contacts

      Notification Receivers for Credit Forms

      Go to Settings → Credit Forms → Notification Receiver Settings

      You can tick/un-tick the checkbox depending on who you would like to receive notifications and hit "Save".

      Notification Receivers for Invoice/Sale Payments
      There are different configuration options for which users receive email notifications related to Invoices and Collections.
      You have the flexibility to set which certain users within Pencil can automatically receive notifications related to Pencil's Invoices and Collections workflows.

      To review and update these settings:

      Log in to Pencil → go to Settings →Invoices and Collections → Notification Receiver Settings

      Here you can update the following settings for these related users will receive notifications

      • Account Contacts → this setting is ON by default
      • Authorised Representatives → this setting is OFF by default
      • Directors-> this setting is OFF by default
      • Manual Receivers who is added manually and not linked to an user account in Pencil→ this setting is ON by default
      • Personal Guarantors→ this setting is OFF by default
      • Invoice/Sale Billing Contacts→ this setting is ON by default

      Notification Receivers for Payment Plans

      Go to Settings → Payment Plans  → Notification Receiver Settings

      You can tick/un-tick the checkbox depending on who you would like to receive notifications and hit "Save".