How do I send a generic on boarding to my customers outside of Pencil

You may wish to send your customers an introduction email with a link for them to click on and start the on boarding process. Follow the steps below, however be conscious of the caveats

For customers you want to send a tailored email to with a generic link for the customer to start the on boarding process you can follow these steps.

However, please double check that this customer doesn't already exist in Pencil as there is a chance a duplicate customer will be created if the legally registered Trading Name doesn't match exactly what you have in Pencil.

First log into your Pencil Supplier account and go to: Settings → Credit Forms → Credit Form Design → click on the green Embed button in the top right corner → select the URL in between the "" starting from the <iframe src=".

You ca send this link to any customer that isn't already in Pencil.