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

My credit form is submitted but I cannot Approve it

One of your customers may have submitted their credit form, you rejected it, set it back to Draft and then Edited or asked the customer to complete the credit form again with the missing information. 

If you cannot Approve the customer you can follow these steps:

  1. Login to Pencil with your user login.
  2. Go to Customers -> search for the customers -> click (...) More Actions -> Mark as Draft
  3. Then click (...) More Actions -> Edit -> complete any missing information and submit the credit form again.
  4. Then you'll be able to see the Approve button to approve.

If you don't see the Approve button please contact us on our live chat or email support@pencilpay.com.