How to set up your online Credit Application Form
1.) Login to your ezyCollect file.
2.) From the left hand menu, click on Forms.
Only ezyCollect manager users have access to edit their cash/credit application form.
3) Please add the following details:
Type: pre-set to credit application or customer/credit application
Select the template: Templates are pre-set according to your preferences, including any customisations. See Credit Application Form Template.
Form Name (internal): Name of your form. For customers who use a combination of customer and credit applications, they may have more than one template - one for credit applications and one for customer applications. Having an internal naming convention will help you easily distinguish between the two.
Form Description: A short description for internal reference only. E.g. Standard residential cash application.
Form URL: This is the URL you will send to your prospects/customers.
Director's Guarantee
You must provide this document to upload.
This can be configured as mandatory field or not.
Contact Info: What contact information you want the form to display.
Company Name: Your Company name.
Company Logo: Your Company logo.
Terms and Conditions: Your T&Cs. You can either copy and paste the T&Cs here or hyperlink it to an external webpage/source where your T&Cs can be found.
Privacy Policy: Same as above.
Introduction: You may wish to include some introductory text, including what your prospects/customers should expect when they're filling out the form and what happens once they've completed it. It's also a good idea to include your contact details here though your Contact Info will be displayed on every page.
4) Click Save to save all changes made on this page. Once the changes are saved, they will automatically appear on your form.
5) Your form can now be shared via the URL (link) with your prospects/customers. Note: If you'd like to process a 'test' application, simply copy and paste the URL into your browser and complete the steps to submission.
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