Replace spreadsheets with a built-in Credit Application form. Atty AI drafts a professional credit request in minutes. Review, approve, and manage terms from one OS.
If you offer net-30 or net-60 payment terms, you know the pain: scattered email threads, PDFs that get lost, and manual data entry into accounting systems. A credit application form is the first step to getting paid on time — but only if it's easy to fill out and track.
Attain OS gives you a purpose-built Credit Application form right inside your operating system, replacing the need for separate form builders, spreadsheets, or document templates. With Atty, your built-in AI agent, you can generate a polished credit application in seconds — complete with the right fields, disclaimers, and routing — without ever leaving your workspace.
A distributor wants to buy from you on credit. Instead of emailing a PDF and waiting for a reply, send them a link to your Attain OS Credit Application form. The form captures company details, trade references, and requested credit limit — all stored in one place.
A loyal customer asks for a higher credit line. Use the same form with pre-filled data from their People profile. Atty can auto-generate a new application based on their payment history, so you just review and send for re-approval.
At the start of each fiscal year, you need updated financials from all credit customers. Instead of chasing them manually, route a bulk credit application via the Sharing Hub. Customers fill it out once; you get clean, comparable data.
Navigate to the Forms app in Attain OS. Atty is already there. Choose 'Credit Application' from the template library — no need to build from scratch.
Tell Atty: 'Create a credit application for a wholesale client needing net-30 terms, including trade references and a personal guarantee clause.' Atty pulls standard fields and your brand disclaimer.
Atty presents a near-finished form. You adjust the credit limit range, add a checkbox for 'Corporate Guarantee', and set the submit label to 'Request Credit Review'. All changes are made in a few clicks.
Once satisfied, publish the form. The submission lands in your Tasks and Customer Care queues automatically. Atty can even notify your finance team via Atty Chat — no extra setup.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Complete this form to apply for net-30 payment terms. Please provide accurate business and financial information.
Yes. When you create a new Credit Application form, Attain OS can pull existing contact details from the People app — just link the customer record. This saves time and reduces typos.
Each submission creates a Smart Ticket in the Backlog app. You can assign it to a team member, set a due date, and add notes. The form data is also stored in Documents for easy reference.
No. Attain OS does not integrate with credit bureaus or perform automated credit checks. The form collects the information you need to manually evaluate creditworthiness.
The built-in form supports checkboxes and text fields but not e-signatures. You can include a checkbox agreeing to terms, or use the Doc Analysis app to process a signed PDF separately.
