Nuvo’s digital credit application makes it easy and secure for customers to apply for trade credit. With customizable options, you can collect the information your team needs to make informed credit decisions while creating a seamless application experience for your customers.
Access your credit app links
You can access your credit application links at any time from your Nuvo dashboard.
Navigate to Customers > Onboard, then locate your credit app links in the top-right corner of the page.
From here, you can copy and share your credit app link with customers or use the Credit App Preview to review the application from your customer’s perspective before sending it.
Preview your credit app
Before sharing your credit application with customers, you can preview the full experience to see exactly what they’ll encounter.
Navigate to Customers > Onboard, then click the three-dot menu next to the application link you’d like to review. Each credit application link includes this option.
Select Preview to open the application in preview mode and walk through the process from your customer’s perspective.
Pre-fill an application
If a customer needs assistance completing their credit application, you may have the option to pre-fill the application on their behalf. This allows you to enter the necessary information for them, then send the application to the customer to review and sign.
To pre-fill an application, navigate to Customers > Onboard and click the three-dot menu next to the appropriate application link—the same menu used to access Preview mode. If pre-fills are enabled for your team, you’ll see the option to begin a pre-filled application.
If you don’t see this option, pre-fills may not be enabled for your company. In that case, you can always reach out to our Support team, who can assist your customer directly with completing their application.
Send an application invite
You can also send a credit application directly to a customer from your Nuvo dashboard.
From Customers > Onboard, select Invite for the application you’d like to send. Enter the customer’s name and email address, then click Send Invite to send the application directly to them.
Prefer to send the application yourself? Click Link to copy the application URL to your clipboard. You can then paste the link into your own email, text message, or preferred communication channel and send it directly to your customer.
