Products

This editable word policy is to help you calculate credit risk assessment when looking to extend credit terms to new customers. Description Having a company credit check policy is vital to any business that extends credit to its customers. By ensuring you have a solid process you can protect your...

Our Corporate Credit Card Policy Template is designed to help businesses establish clear guidelines for the use of company funds on credit cards. With this easy-to-use template, your employees will have a better understanding of how, when, and why they should use their corporate credit card. This one-page document can...

This is a simple credit application form that covers off the basic information about your customer and their trade references. Long Description Extending credit to your customers can be a big decision for your business. Protecting your interests is paramount, and ensuring you have a guideline and agreement in place...

A simple editable letter in word to let your customer know that they have been approved for a credit account. Description A great letter to use in conjunction with a credit application and the approval process. Notify your client by letter - or turn the template into an email that...

This is a simple credit application form that covers off the basic information about your customer and their trade references. Description Extending credit to your customers can be a big decision for your business. Protecting your interests is paramount, and ensuring you have a guideline and agreement in place that...

A detailed credit application document for your clients to complete with terms of credit and conditions of sale to ensure your rights are protected. Description Extending credit to your customers can be a big decision for your business. Protecting your interests is paramount, and ensuring you have a guideline and...

The Docushop credit application form is an editable word document template you can use within your own busniess to capture customer details before offering credit. The document comes with sample data that you can use and keep or add your own customisations to. Complete with terms and conditions of sale...

Ensure all outstanding invoices are collected in a timely and professional manner to ensure optimal cash flow for the business. Ensure commercial risk to the business is minimized by analyzing a potential customer’s viability to meet its obligations. Format: WORD

This credit notes policy is word document editable and ensures credit notes are only used when necessary. Description Credit notes should only be written when absolutely necessary as they create unnecessary paperwork for your team and for the client who is receiving the credit note. This policy and procedure cover...