The Pencil + Xero integration delivers operational efficiencies, significant time savings and a great customer experience from beginning to end.
Useful for Accountants, Wholesalers, Suppliers & Distributors, Pencil is the fastest, easiest and safest way to manage trade account customers.
On-boarding new customers is time consuming. Pencil gives you the information to confidently answer the question:
"Who should I extend credit to and how much?".
Additionally, faster payments and ongoing customer monitoring gives you an end-to-end trade credit solution.
Pencil + Xero
Brand Fully branded white labelled credit forms are integrated into your website.
Customer Experience Trade customers simply click apply now, enter their ABN and hit "GO". This kicks-off a 3-minute on-boarding process that speeds up the time to first order.
Operational Efficiencies Once you approve a new account, payment details are tokenised and customer records auto-populate into Xero & your inventory system, eliminating double data-entry.
Accounts Efficiencies Multi-invoice payment plans and partial payments are coupled with our industry leading clearing account & reconciliation feature.
To connect Pencil to Xero:
In Pencil, go to the integrations tab and click on the Xero tile.
Click "Get Started" and follow the easy steps.
Complete the Setup & Configuration.
More help? Book a time and we can help set you up on email@example.com.