Seamless Customer Onboarding, Ongoing Risk Management & Faster Payments

Xero for Pencil streamlines the management of your trade account customers.

Pencil & Xero gives you beautiful accounting and simple accounts.

Better Customer Onboarding

White-labeled credit forms with your branding integrated into your website. Customers simply click apply now, enter your ABN and hit “GO”. This kicks off a 90-second onboarding process that speeds up the time to first order.

Remove Double Handling

Once you approve a new customer, their information auto-populates both Xero and your inventory system, with payment details tokenised for recurring billing; Eliminating time consuming double data entry.

Audit & Compliance

Better adherence to accounting and regulatory guidelines including PCI & Banking Compliance,  a full audit history to trigger collections quickly. Revenue from contract with customer forecast (OFRS-15) & fraud reduction.

Smarter Credit Control

Perform a cross suppler credit check & monitor credit files, for new and existing accounts, signed supply agreements, credit checks & payment info for your pay-as-you-go customers or trade accounts.

Increase Staff Productivity

Staff save the time they usually spend manually checking forms, entering data & chasing customers. Pencil delivery business efficiencies on every line.

Easier Accounts

Pencil works hand-in-hand with Xero to deliver solutions, including multi-invoice payment plans and partial payments, coupled with our industry leading clearing account and reconciling feature.

Testimonials

About Xero

Xero is the world-leading online accounting software built for small business.

Real-time View on Cashflow

Get a real-time view of your cashflow. Login anytime, anywhere on your MacBook, PC, tablet or smart phone to get a real time view on your cashflow. It's small business accounting software that's simple, smart and occasionally magical.

On-the-go

Run your business on the go. Use our mobile app to reconcile, send invoices or create expense claims - from anywhere.

Online Invoices

Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they're opened.

Reconcile in Seconds

Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Get started with Pencil for Xero in 4 quick steps

Step 1

Get started in under a minute! Connect Pencil to Xero by simply selecting the “Integration” section located on the left menu of your Pencil account and then select “Xero”.

Step 2

Once you have selected Xero in the Integrations menu, simply click on “Get Started”.

Step 3

Select the organisation that you wish to integrate with Pencil. Then simply click “Connect”.

Step 4

Select your bank account, if you don’t have one you can click on the “+” icon and follow the steps.

Next select which account you would like to reconcile the Pencil transaction fees to. If you don’t have one you can click on the “+” icon and follow the steps. 

Select the Sales account you would like to link if you manually import invoices in via Pencil.