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How to manually create a new Credit Application Form in PencilPay

You may encounter a scenario where you need to manually add a new customer into Pencil. You can follow the steps below:

 

1. Log in to Pencil Admin account.
2. Go to Customers.
3. On the upper-right hand corner of the page, you will find a red button + New

 

When you click on the + New button, it will re-direct you to the Pencil Credit Application Form.

It is also important to note that you are able to customise the required information in the credit application form.