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How do I print or export a PDF of my customers credit form account application

Easily learn how to print or export a PDF of your customer's credit form account application in PencilPay. Follow step-by-step instructions to download, edit, and share customer application PDFs for streamlined account management.

Please follow these steps:

  1. Log into PencilPay with your Supplier login.
  2. Go to Customers and search for your customer who has the Status = Credit Form Approved.
  3. Then click on (...) More Actions -> Review.
  4. In the top right corner you will see Download PDF.
  5. Click on this and the PDF will download.
  6. You can then you can edit and remove all the customer-specific information and save it.
  7. Send this copy to your customer.

Need Help?
If you have any questions or need further assistance Reply directly in your support inbox or contact PencilPay Support for detailed guidance or you can book a Zoom meeting with Pencil Support in the calendar below for personalized help.