Skip to content
English
Go to www. pencilpay.com
  • There are no suggestions because the search field is empty.

How to change Invoice Reminder Settings in Pencil for a specific customer in Pencil

You may encounter a scenario where you need to update the invoice reminder settings of a specific customer upon their request or as needed.

First, you need to find the Customer Settings in Pencil

1. Log in to Pencil admin account.
2. Go to Customers.
3. Search for your customer.
4. Under 'Actions', click on the three dots (...) "More Actions"
5. Select "Customer Settings" from the drop-down list

Understanding the different Invoice Settings in Pencil that you can configure on a customer by customer basis.

Reminders

Invoice Reminder Settings

Reminders (Invoice Reminders)

Customer Settings Definition
Options
Auto-Charge Invoices with Saved Payment Method  Toggle ON if you would like to enable auto-charge for invoices with Saved Payment Method.
Select one from the drop-down 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
Enabled for charging
on the weekend
Toggle ON if you would like to enable auto-charge on weekends. 
  • If Weekend Charging setting is disabled, the system will not auto-charge or send notification on the weekend for the customer if there is saved payment method.
 Toggle ON/OFF
Enabled for same
day payments		 Toggle ON if you would like to enable auto-charge for same day payments.
  • If the same day payments setting is on, the system will check for invoices that are created today and due today;
  • if this condition is met the system will auto-charge the these invoices 24/7.
 Toggle ON/OFF
Send Invoice
Reminders for
No Saved
Payment Method
You have the option to send invoice reminders for customers who have no saved payment method.
  • If you have spoken with our customer and don't want to send invoice reminders,
    you can toggle this feature off.
  • If you want to overwrite the defaults settings, you can update the number of Days Overdue value specifically for this customer.
 Select one from the drop-down 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
Default Email/SMS
Reminder Settings

Your default settings can be found in Settings → Invoices & Collections → Invoice Settings.

If you wish to override these, you can update here.

To view your default Invoices & Collection settings, you can use this link:

https://app.pencilpay.com/admin/invoices_collections

 Toggle ON/OFF