- PencilPay Help Center
- Credit Forms | Account Applications
How do I print or export a PDF of my customers credit form account appliction
Please follow these steps:
- Log into PencilPay with your Supplier login.
- Go to Customers and search for your customer who has the Status = Credit Form Approved.
- Then click on (...) More Actions -> Review.
- In the top right corner you will see Download PDF.
- Click on this and the PDF will download.
- You can then you can edit and remove all the customer-specific information and save it.
- Send this copy to your customer.