How to create a custom credit form

You may want to have a custom credit form with reduced requirements that you put on your website or send to your customers via a link; follow these steps.

To create a customer credit form follow these steps:

1. Log into Pencil with your supplier account.
2. Go to: Settings -> Credit Forms -> Credit Form Design.
3. In the top right corner click on "Embed".
   
4. Then click on the "GENERATE UNIQUE IFRAME" button.
   
5. Under "Advanced Settings" toggle OFF the requirements you don't want your customer to enter when on boarding via the Pencil credit application.
   
6. Once you are happy with the settings, click on the "Generate Customer Credit Form".
7. A new unique iframe code will be generated. From here you have two options:
   1. Embed this iframe code on to a new page on your website so you can direct customers to this page/link to on board via this credit form.
      
   2. You can copy the link after "src" and send this in an email.