How to Disable setting that requires a customer to input trade references when completing their credit form

You may have customers that you have been trading with for years and now you want to re-on board them so that you have all the required legal documentation for their trade account with you. 

Many of these customers will be on longer terms like 30 Days, which when they try to on board again may ask for things like trade references, personal guarantee etc.

To turn off these requirements for a specific customer you can follow these steps:

1. Log into your PencilPay account.
2. Go to Customers.
3. Search for your customer.
4. Once you have your customer, click on the (...) More Actions under "Actions" and select "Customer Settings".
5. At the top you will see this section: Application Required Information. Here you can toggle off the Trade References Required Setting.
   
   1. Trade References Required 
      • Toggle this setting off if you have personal customers that do not have or require the trade references.
      • You will still be able to set a trade credit limit and save their payment details for future purchases.
        
6. Toggle off the settings you don't require for this customer and then close the popup.
7. If you customer is still completing, you can ask them to refresh and continue the account application. Any information that has been toggled off will not show for them now.