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

How to complete a credit form?

Please find the steps below on how to complete the online account application:
  1. Go to the online credit form on your site (I don't have the link).
  2. Enter your ABN and click "Search".
  3. Select the Trading Name from the dropdown. If your trading name doesn't show you can type in the Trading Name and press enter. This will add a new trading name.
  4. Click Next.
  5. The next step is the authority step:
    1. Select if you are a Director or Authorised Representative from the dropdown.
    2. Enter the First Name, Last Name and Email Address and click "Next".
    3. If you already have a PencilPay account it will ask you to sign in; if you don't have a PencilPay account follow these steps:
      1. Set your password for your PencilPay account.
      2. Go to your email and check for an email from PencilPay with your 6 digit code. You may need to check All Mail if you use Gmail or Spam.
      3. Enter the details and click "Sign Up".
  6. The next step is to select your trading term:
    1. From the dropdown select the Trading Term and Request Credit Limit.
    2. Complete the information on the page and click Next.
  7. Enter your payment method in the Payment Details Step and click Next.
  8. If you require Trade References enter as required (note that if the trading term you have selected doesn't require Trade References you won't see this step).
  9. Review the information by scrolling to the bottom.
  10. At the bottom you will see your signature and a box to type your full name; please type in your full name and also check the Declaration box.
  11. Press Submit to complete.
  12. You will receive a confirmation email and also one will be sent to your supplier to review and approve.