Credit Forms | Account Applications
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      1. PencilPay Help Center
      2. Credit Forms | Account Applications

      How to set your Credit Application Form to not require a Personal Guarantor for a Customer

      How to disable or remove "Personal Guarantor 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
      Personal Guarantor Required

      • Toggle this setting off if you have personal customers that do not have or require the personal guarantor.

      • You will still be able to set a trade credit limit and save their payment details for future purchases.

       

      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.