Pencil can help your business
Manage accounts, cash flow and finance
- Invoicing and debt collection
- Receive invoices or bills
- Pay bills
Monitoring
- Monitor cash flow
Onboarding Clients
- Engagement agreements
Overview
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.
Getting started
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 support@pencilpay.com.
Reviews & ratings
Sort and filter
Most recent reviews
Easy to Use and Effective Credit Management Tool
Additional info
Functions
PaymentsDocumentsIndustries
Professional servicesAccountingHospitalityApp details
Countries
AustraliaLanguages
EnglishSupport
Setup walkthroughContact supportsupport@pencilpay.comContact
+61 3 9018 5002Follow
FacebookInstagramLinkedInGet started with Pencil
You might also like
- Payments
Parakeet
4.94 out of 5 stars36PaymentsParakeet automates the payment and reconciliation of BPAY & EFT bills, including BPAY batching and adds early payment discounts to Xero invoices. Save time and effort by automating your BPAY and EFT bill payments. Enjoy the relief of customers paying your invoices early without chasing. - Payroll HR, Time tracking
Deputy
4.05 out of 5 stars139Payroll HR, Time trackingSimplify Shift Work with Staff Scheduling, Time Tracking & Labor Compliance. Generate Xero invoices in one click from employees' worked time! - Payments
Stripe
2.82 out of 5 stars308PaymentsStripe makes it easy to accept payments from debit cards, credit cards, Apple Pay, and Google Pay for online invoices sent from Xero—so you can get paid faster.