Accounting & Finance

An editable word document letter that gives your banking details to a supplier for payments or for change of bank account information. Description Great for changing your banking details or sometimes businesses require this information in writing and cannot accept it over the phone. The template can be turned into...

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...

This e-commerce or online sales report document template is great for any sales manager or rep to report their progress.DescriptionSales managers should always stay on top of their company’s growth and development. But in reality, it’s hard to determine exactly what or who contributes to its success. This is because there...

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 Supplier Price Increase Letter Template that can be customised for any business to alert your customers of a change in price. Description Increasing your prices can often be a difficult decision, however when economic and industrial changes occur, often you can be held absorbing all the costs...

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...

When entering into business with a company it is good to check and see that they are a reputable business without any marks against their name.  Description This credibility check walks through checking into the basics of a company that you are intending to do business with, be it a...

This coding supplier invoices policy & procedure guide is written for MYOB software but can be customised to any accounting package steps. Description This is a great policy for new hires or anyone helping out in the accounts department to tell them how you code supplier invoices and how to...

This is a simple editable word document fax (can be turned into an email) that can be sent to your customers current vendors when performing a credit check. Description This is a great but simple fax to send to those who are providing references for your customers as you go...