Connect PencilPay and QuickBooks
Link your QuickBooks for the complete credit management solution for Suppliers & their trade customers. Onboard, monitor, receive & reconcile.
Try for 30 days FREE!
What Suppliers Say About Us
We were the first Pencil customer. We are in a complicated sector that includes selling goods & services, plus logistics, plus billing, plus collections, plus admin. Their knowledge has helped us not have to worry about billing, collections and a hell of a lot of admin, so we can focus on selling and delivering.
David Gould
Managing Director - E Wash Commercial Laundry
“Using Pencil Pay has allowed us to streamline our payments system. We no longer have to charge clients for payment manually. The fact all payments are integrated with XERO, eliminates another process we used to make, when reconciling these transactions. We are also able to pin-point our “trouble clients”, as we are notified of their inability to pay via email in real time. This helps us work with these clients and eliminate potential bad debts that might occur.”
The Bean Cartel
Stacy Visser - Owner of The Bean Cartel
“Chasing customers for payment was never something I enjoyed doing. Pencil not only automates this process, It handles credit applications, payments and has the ability to debit customers if they fail to make timely payments, which gives peace of mind. The Pencil team is great, they’re always quick to provide assistance when needed.”
Kombu Kombucha
Dave Smith - Director of Kombu KombuchaFeatures & Benefits
Brand
Pencil is a white labelled credit application portal that carries your brand and integrates into your website.
Customer Experience
Trade customers simply click apply now, enter their ABN and hit “GO”. This kicks-off a 90-second onboarding process that speeds up the time to first order.
Credit Management
When applications are complete, perform a quick credit or cash flow check before you approve or reject. You should know who to give credit to, how much and for how long?
Operational Efficiencies
Once you approve a new account, payment details are tokenised and customer records auto-populate into QuickBooks and your inventory software, eliminating double data-entry.
Account Efficiencies
Multi-invoice payment plans, credit monitoring and partial payments are coupled with our industry leading clearing account and reconciliation feature.
