The Customer's Page will allow you to have visibility of important customer information regarding their credit application. This will allow you to view important information (Status, Emails, Created At, etc.)
Let's explore the Pencilpay Customers Page and navigate through the list of headers and their functionalities
| Header Settings | Functions |
| Actions | Under Actions, you will find more drop-down options that will allow you to view/update customer information and settings |
| Emails | Under Emails you will find an icon that will open a pop-up to show you All emails sent to a customer |
| Country | Under Country you will find which country the customer is located |
| Status | Status will show the current status of a Credit Form (eg. Draft, Credit form Approved) |
| Pencil Score | This will show a button that will reflect a customer's Pencil Score. Pencil checks the payment data for each customer and updates daily. |
| Trading Name | Customer Trading Name |
| Legal Entity Name | Customer Legal Entity Name |
| ABN/ACN | Customer ABN/ACN |
| Linked Customer | Linked Customer will show which customer the credit form is linked to |
| Trading Address | Customer Trading Address |
| Directors been bankrupt | Will show if Directors have been bankrupt (Y/N) |
| Registered Directors | This will show number of All Registered Directors |
| Payment Term | This will show which Payment Term the credit form is under. |
| Credit Limit | This will show the customer's Credit Limit with you. |
| Outstanding Invoices | This will show the customer's Outstanding Invoices |
| Credit Used | This will show the customer's used credits with you. |
| Credit Available | This will show the customer's available credit with you. |
| Payment Method | This will show the customer's payment method |
| Personal Guarantors Signed | This will show the number of Personal Guarantors Signed |
| Total Credit Limit | This will show the customer's Total Credit Limit for this customer with all Suppliers in Pencil. |
| Total Outstanding Invoices | This will show the customer's Total Outstanding Invoices for this customer all with Suppliers in Pencil. |
| Total Trade Credit Available | This will show the customer's total trade credit available for this customer with all Suppliers in Pencil. |
| Created At | This will show the exact date when the credit application form was created/imported |