Pencil

Connect Cin7 Core and QBO/Xero with Pencil to unleash efficiency through automation, workflows, and productivity tools to decrease manual tasks, giving you more time to create lasting, profitable relationships with customers.

Features:

Digital account applications:

• Fast customer onboarding: Transform your credit application process into a seamless digital experience for wholesale accounts.
• Cut out low-value, manual tasks: Reduce data entry, checking and validating, reconciliation and payment processing.

Payments:

• Guarantee consistent cash flow: reduce total debtors and accelerate payment times from your wholesale accounts.
• Automated payment collection: via Credit card and ACH.
• Deposits: Generate a quote, set the deposit % and accept a payment by card to automate credits & reconciliation.
• Payment Before Dispatch: Process payments in Cin7 in seconds from a stored billing method for orders placed by phone, email or sales rep.
• Payment on net-terms: Auto-charge accounts at the end of their trading term, or activate multi-channel collections to reduce debtors. 
• On-charge, split or absorb transaction fees for payments through Cin7.

One click bank reconciliation:

• Reconcile all ACH and Credit Card payments collectively each day in a single click.

We work closely with both Cin7 Core and many Cin7 Core Implementation Partners to deliver better payment automation and cashflow outcomes for clients, so please feel free to reach out directly to tim@pencilpay.com.