Credit Forms | Account Applications

PencilPay’s digital credit forms and account applications streamline onboarding and automate approvals for fast, secure credit management.

• How to add your credit form to your website?
• My customer's credit form is in "Application Submitted"status but there’s no option to approve
• How do I print or export a PDF of my customers credit form account appliction
• How to Unlink a Contact from a Credit Form in Pencil?
• How to send an on boarding email to a new customer in Pencil
• Understanding Credit Check Features and Trade Credit Data in PencilPay
• How to complete a credit form?
• How to sign up new customers as a Sales Rep
• I cannot find my Trading Name in the search
• How to create a custom credit form
• What to do when a customer gets stuck or says they have completed their account application
• I cannot get my verification code
• How to approve a customer?
• What do my USA my customer see when on boarding via PencilPay
• How to change your customers credit form required settings?
• On boarding my USA customers and approving them in PencilPay
• How to on board a new Australian customer, approve and process an invoice
• How to create a bespoke customer credit form page on your website
• How to set the payment term and credit limit for your customer
• How to turn OFF SMS Settings for Customer
• How to handle or approve a Pending Signature customer
• Customer Cannot Complete Pencil Application (Error: Do not have authority to complete application)
• How to Merge Duplicate Customers in PencilPay
• How to set the delivery day, time and notes in your credit forms for each payment method
• How to use two separate customer introductions for the Customer On Boarding Email?
• How to change a customer back to Draft status?
• Tips for sending bulk customer on boarding emails in one click
• Customer is trying to fill out the credit form, but the form is not accepting the password that is entered
• Can we sign off on the director's behalf or get all required information then enter it ourselves into Pencilpay?
• What do I do if a customer forwards the on boarding email on to someone else?
• My credit form is submitted but I cannot Approve it
• Customer clicks on the link to sign the Personal Guarantee but gets the error "The token was expired"
• How to update my company's trading terms and conditions?
• A director/personal guarantee needs to review and approve the account application, (Pending Signature Status) for On boarding but is having issues
• How to set your Credit Application Form to require references (Add Trade References)
• Can we edit the Company Trading Name on a Credit Form?
• How to update a payment term of a credit form?
• Customer Status in Pencil and their definition
• How to Update your customer's credit limit in Pencilpay?
• Customer Unable to Complete Application for Step 1- Entering their ABN (Error: You do not have permission to edit this form"
• How do I send a generic on boarding to my customers outside of Pencil
• Customer On Boarding Email Notification Settings
• How to disable driver's license requirement to skip having customer needing to submit their driver's license in their credit application
• How to disable the driver's license requirements from the credit form
• How to set your Credit Application Form to not require a Personal Guarantor for a Customer
• How to disable liquor license requirement to skip having customer needing to submit their liquor license in their credit application
• Can we edit the Doing Business As (DBA) Name for my customer?
• How to Send an On-boarding Email to Customer
• Resyncing Excluded Customers from Pencil to Cin7