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Credit App Weblinks

Learn how to access and share your credit app links with your customers, and review it yourself using the credit app preview.

Nuvo's digital credit app link provides a convenient, secure avenue for accepting trade credit applications. With numerous customizable options, Nuvo ensures you capture all necessary data to make informed decisions and effectively guide your customers through the application process.

Access your credit app links

You can always access your credit app links from the top right hand corner of the 'Customers' tab of your Nuvo dashboard.

Preview your own credit app

To familiarize yourself with your credit application process, you can preview your own credit application. You can find your preview credit app link within the 'Customers' tab of your Nuvo dashboard.

No data will be submitted during your exploration, and you're encouraged to utilize this feature anytime you wish to review your credit application. It's common for suppliers to share this link with their sales teams to familiarize them with the online credit application process.

Send credit app links to customers

There are multiple ways to assist your customers in initiating a Nuvo credit app:

  • Invite from the Nuvo dashboard: Clicking 'Send Credit App Invite' from the Nuvo dashboard is a convenient way to send an email request to applicants that have requested a credit app to complete.

  • Email: Nuvo's web link can be easily shared by adding your link Credit App Link (with or without Personal Guaranty).

  • Invoice: Many customers add Nuvo to their default invoice template to prompt buyers to access Nuvo so existing customers can easily request credit terms updates, and new customers can apply to upgrade to a trade account for the first time.

  • In-person: By adding your credit app to a conveniently located device, in-store locations or the conference show floor can become your credit account onboarding location.

  • Website: Many suppliers that use Nuvo add this link to their publicly available website as a means of making it available to prospective customers at all times.

Sales rep credit app

Sales representatives can be associated with credit applications in three distinct ways.

  1. Customer Selection: Customers can choose their respective sales representative directly within the application. This option can be toggled on or off in the 'Settings'.

  2. Manual Assignment: Sales representatives can be manually linked to a credit application via the Nuvo dashboard.

  3. Unique Web Link: Ensure your sales representatives employ their unique web links, automatically assigning any customer who completes the application via that specific link.

To locate the unique sales representative links, navigate to 'Settings', then 'My Team', and scroll down to 'Sales Representatives'.

Once assigned, sales reps will receive email notifications of all key moments in the trade credit lifecycle.

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