Payments Settings

• 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?
• 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
• 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?