Connect PencilPay and Xero
Xero for Pencil streamlines the management of your trade account customers.
Try for 30-day FREE!
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
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 KombuchaAbout 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 3 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”.
Once you have selected Xero in the Integrations menu, simply click on “Get Started”.
Step 2
Select the organisation that you wish to integrate with Pencil. Then simply click “Connect”.
Step 3
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.
