Customer Settings
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      1. PencilPay Help Center
      2. Customer Settings

      How to set your Credit Application Form to not require a Director

      How to disable or remove "Directors Required Setting" for a customer in Pencil Application Form

      Where to find the Customer Settings in Pencil

      1. Log in to Pencil admin account.
      2. Go to Customers.
      3. Search for your customer.
      4. Under 'Actions', click on the three dots (...) "More Actions"
      5. Select "Customer Settings" from the drop-down list
        

      There are 5 Required Application Information in Pencil that can be customised or turned ON/OFF 

      Application Required Information

      1. Directors Required
      2. Personal Guarantor Required 
      3. Trade References Required 
      4. ABN Required 
      5. Payment Method Required

      **Please note that changing these settings for a customer will not affect your Default Settings for all other customers.

      Directors Required  
      • Toggle this setting off if you have personal customers that do not have or require the directors.
      • You will still be able to set a trade credit limit and save their payment details for future purchases.