Pencil

    Link your Xero & Inventory for the complete credit management solution for Suppliers & their trade customers. Onboard, monitor, receive & reconcile.

    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.

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    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.

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    Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.