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Credit Forms | Account Applications
- How to add your credit form to your website?
- How do I print or export a PDF of my customers credit form account appliction
- How to complete a credit form?
- How to sign up new customers as a Sales Rep
- I cannot find my Trading Name in the search
- How to create a custom credit form
- What to do when a customer gets stuck or says they have completed their account application
- I cannot get my verification code
- How to approve a customer?
- What do my USA my customer see when on boarding via PencilPay
- How to change your customers credit form required settings?
- On boarding my USA customers and approving them in PencilPay
- How to on board a new Australian customer, approve and process an invoice
- How to create a bespoke customer credit form page on your website
- How to set the payment term and credit limit for your customer
- How to turn OFF SMS Settings for Customer
- How to handle or approve a Pending Signature customer
- Customer Cannot Complete Pencil Application (Error: Do not have authority to complete application)
- How to Merge Duplicate Customers in PencilPay
- How to set the delivery day, time and notes in your credit forms for each payment method
- How to use two separate customer introductions for the Customer On Boarding Email?
- How to change a customer back to Draft status?
- Tips for sending bulk customer on boarding emails in one click
- Customer is trying to fill out the credit form, but the form is not accepting the password that is entered
- Can we sign off on the director's behalf or get all required information then enter it ourselves into Pencilpay?
- What do I do if a customer forwards the on boarding email on to someone else?
- My credit form is submitted but I cannot Approve it
- Customer clicks on the link to sign the Personal Guarantee but gets the error "The token was expired"
- How to update my company's trading terms and conditions?
- A director/personal guarantee needs to review and approve the account application, (Pending Signature Status) for On boarding but is having issues
- How to set your Credit Application Form to require references (Add Trade References)
- Can we edit the Company Trading Name on a Credit Form?
- How to update a payment term of a credit form?
- Customer Status in Pencil and their definition
- How to Update your customer's credit limit in Pencilpay?
- Customer Unable to Complete Application for Step 1- Entering their ABN (Error: You do not have permission to edit this form"
- How do I send a generic on boarding to my customers outside of Pencil
- Customer On Boarding Email Notification Settings
- How to disable driver's license requirement to skip having customer needing to submit their driver's license in their credit application
- How to disable the driver's license requirements from the credit form
- How to set your Credit Application Form to not require a Personal Guarantor for a Customer
- How to disable liquor license requirement to skip having customer needing to submit their liquor license in their credit application
- Can we edit the Doing Business As (DBA) Name for my customer?
- How to Send an On-boarding Email to Customer
- Resyncing Excluded Customers from Pencil to Cin7
Required Application Information
- How to add or remove Application Required Information for a customer in Pencil
- How to disable the director requirement from the credit form as a default for all my customers
- How to set your Credit Application Form to require not require a Personal Guarantor by Default for all incoming new customers
- How to complete my Pencilpay application when I’m logged in to Pencil