Accounts Receivable & Credit Forms

Manage your accounts receivable and credit accounts with these convenient forms for credit managers, AR departments, controllers and collections agencies.

  • Collections forms, demand letters for arrears, and notices of pending legal action.
  • Customer forms to extend credit to new accounts and manage your current credit accounts.
  • Legal documents for settling overdue accounts.
  • Agreements for factoring and brokering receivables to increase cash flow and enhance your operating capital.
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Agreement to Compromise Debt

If a customer owes you money and you're willing to accept payment of a reduced amount in order to settle the debt, draw up an Agreement to Compromise Debt to set the terms.

  • The creditor agrees to accept the reduced sum as payment in full, provided that the total amount is paid within a specified time.
  • If the debtor fails to make the payments on time, the creditor has the right to start legal proceedings against the debtor for the full amount of the debt.
  • T.....
$6.29

Agreement to Extend Time for Debt Repayment

Creditors, you can extend the amount of time in which a borrower pays back their indebtedness with this Agreement to Extend Time for Debt Repayment.

  • The repayment period is extended to give the borrower more time, provided that all payments are made on time.
  • If the borrower fails to make a payment when it comes due, the creditor will have the right to sue for the full amount.
  • This is a generic legal form which is not specific to any country, state or provinc.....
$6.29

Assignment of Accounts Receivable Forms

Factor the receivables of a business with this package of Assignment of Accounts Receivable forms which contains two templates:

  1. Assignment with Recourse. The assignee has recourse to re-transfer back any customer account which is not paid in full within a specified time period, and the assignor will buy them back for the amount of the unpaid balance.
  2. Assignment Without Recourse. The assignor does not have the option to take back the accounts if they rema.....
$12.49

British Columbia Authority to Do Credit Check

Before you run a credit check on that new customer, have them sign this British Columbia Authority to Do Credit Check form.

  • The authorization is required by the B.C. Credit Reporting Act.
  • The applicant authorizes the supplier to run a credit check on the applicant before extending credit.

British Columbia Authority to Do Credit Check, a free download provided in MS Word format.

Free

Canada Factoring and Security Agreement with Full Recourse

Purchase the accounts receivable of a Canadian business with this Factoring and Accounts Receivable Security Agreement with Full Recourse.

  • Under this Agreement (also called a debt purchase contract), a company needing cash for operations sells its accounts receivable to a factor (buyer) for an immediate cash injection, at a discounted rate off the face value of the accounts.
  • The buyer has full recourse against the seller for the full amount of any receivable which is .....
$29.99

Canada Factoring and Security Agreement with Limited Recourse

Purchase accounts receivable from Canadian companies with this Factoring and Accounts Receivable Security Agreement with Limited Recourse.

  • Under this Agreement (also called a debt purchase contract), a company needing cash for operations sells its accounts receivable to a factor for an immediate cash injection, at a discounted rate off the face value of the accounts.
  • The factor has only limited recourse against the seller for the amount of any receivable which is not .....
$29.99

Credit Application Package (Corporate Customers)

Your corporate customers can apply for a credit account with your company by filling out these Credit Application forms.

The package includes:
  1. Credit Application Form for Business;
  2. Credit Check form, for obtaining information from the trade and banking references supplied by the customer;
  3. template letter of refusal, to notify the customer if the application for credit has been denied due to the results of the credit check.
This Credit Ap.....
$12.49

Credit Application Package (Personal Account)

Extend credit to individuals with this Credit Application Package for personal accounts, which includes:

  1. Credit Application for Individual, to be completed by the customer;
  2. Credit Check, to gather information from employment and banking references supplied by the customer;
  3. Letter of Refusal, to notify the customer if the application for credit has been denied due to the results of the credit check.

The Credit Application .....

$12.49

Customer Account Agreement and Terms of Sale (CA)

California businesses can create credit accounts for new customers with this downloadable Customer Account Agreement, which includes:

  • terms of sale, due dates for payment, interest rate on outstanding account balances,
  • the seller's limited warranty,
  • limitation on the seller's liability,
  • delivery of goods to the customer,
  • use of purchase orders.

You can easily customize the California Customer Account Agreement and Terms.....

$12.49

Debit Pre-Authorization Form (Canada)

Set up pre-authorized payments by direct debit from a customer's bank account with this Authorization Form, for Canadian merchants and financial institutions.

  • The payments will be processed in accordance with the Rules of the Canadian Payments Association.
  • This form can be used for regular payments on a mortgage or loan, insurance premiums, investments, pension plan contributions, or payments on a customer's account.
  • The authorization can be revoked at any.....
$6.29