Credit Forms | Account Applications

• What do I do if a customer forwards the on boarding email on to someone else?
• How to handle or approve a Pending Signature customer
• How to update my company's trading terms and conditions?
• My credit form is submitted but I cannot Approve it
• How to add your credit form to your website?
• Tips for sending bulk customer on boarding emails in one click
• How to change a customer back to Draft status?
• How to set the delivery day, time and notes in your credit forms for each payment method
• How to set the payment term and credit limit for your customer
• How to create a bespoke customer credit form page on your website
• How to change your customers credit form required settings?
• How to approve a customer?
• I cannot get my verification code
• I cannot find my Trading Name in the search
• How to complete a credit form?
• How do I print or export a PDF of my customers credit form account appliction
• How to sign up new customers as a Sales Rep
• How to create a custom credit form
• What to do when a customer gets stuck or says they have completed their account application
• What do my USA my customer see when on boarding via PencilPay
• 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 turn OFF SMS Settings for Customer
• Customer Cannot Complete Pencil Application (Error: Do not have authority to complete application)
• How to Merge Duplicate Customers in PencilPay
• How to use two separate customer introductions for the Customer On Boarding Email?
• Can we sign off on the director's behalf or get all required information then enter it ourselves into Pencilpay?
• Customer clicks on the link to sign the Personal Guarantee but gets the error "The token was expired"
• 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)
• How to update a payment term of a credit form?
• Customer Status in Pencil and their definition