1. PencilPay Help Center
  2. Credit Forms | Account Applications

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

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 send, save or email this to your customer.