What is Pencil
Customer on-boarding, monitoring and payments for Suppliers.
Developer
Pencil
Requirements
Unleashed Medium plan or higher
Pencil automates time-consuming processes including credit applications and approvals, data collection and validation and payment processing.
Pencil is a white labelled credit application portal that carries your brand and integrates into your website.
Trade customers simply click apply now, enter their ABN and hit “GO”. This kicks-off a 90-second onboarding process that speeds up the time to first order.
When applications are complete, perform a quick credit or cash flow check before you approve or reject. You should know who to give credit to, how much and for how long?
Once you approve a new account, payment details are tokenised and customer records auto-populate into Unleashed and your accounting software, eliminating double data-entry.
Multi-invoice payment plans, credit monitoring and partial payments are coupled with our industry leading clearing account and reconciliation feature.
Pencil is a cloud based on-boarding and credit management system helping Wholesale Suppliers, Manufacturers and Distributors to: