Create customized Credit Management Forms for your business with these easy-to-use templates.
Buy and download ready-made forms for your credit department to assess new customers, manage existing accounts, and collect on outstanding accounts. Our Credit Management Forms are available in MS Office formats and are easy to customize to fit your needs.
Creditors, if you are willing to accept payment of a reduced sum in order to settle a borrower's debt to you, use this easy template to draw up an Agreement to Compromise Debt. Under the Compromise Agreement, the creditor agrees to accept the lesser sum as payment in full, provided that the sum i...
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Agreement to Extend Debt Payment
Creditors, you can extend the amount of time in which a borrower pays back their indebtedness with this Agreement to Extend Debt Payment. 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 c...
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Agreement to Extend Debt Payment (United Kingdom)
UK creditors, you can extend the amount of time in which a borrower pays back their indebtedness with this Agreement to Extend Debt Payment. The customer agrees to pay the creditor the remaining balance with interest. If the customer fails to make a payment on time, the creditor shall have the r...
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Authority to Do Credit Check (British Columbia)
Authority to do Credit Check given by an individual to a supplier or other party with whom the individual is establishing a credit relationship. This form authorizes the supplier to run a credit check on the individual pursuant to the B.C. Credit Reporting Act. This is a Canadian form for the Provin...
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Authorization Form for Pre-Authorized Debits
Have a customer or borrower set up pre-authorized payments by direct debit from their bank account with this Authorization Form for Pre-Authorized Debits. The customer consents to having regular payments (monthly, etc.) made directly from the customer's bank account, such as payments on a mortgag...
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USA small business owners, do you need affordable forms for your accounts receivable department? This template Collection Agreement allows a creditor business to accept payment of an outstanding debt from a debtor customer through regular monthly payments, secured by a promissory note for the ou...
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Credit Application Package for corporate customers
Does your business extend credit to your customers? Use this Credit Application / Credit Check forms package to establish credit terms for corporate customer accounts. The file includes: Credit Application for Business, to be completed by the customer; Credit Check, to gather information from s...
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Credit Application Package for individual customers
Does your business extend credit to your customers? Use this package of Credit Application / Credit Check forms to establish credit terms for individual customer accounts. The file includes: Credit Application for Individual, to be completed by the customer; Credit Check, to gather information ...
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Customer Account Agreement & Terms of Sale (California)
Write up a Customer Account Agreement & Terms of Sale for California with this fully customizable template form. The Agreement contains provisions covering: terms of sale, due dates for payment, interest rate on outstanding account balances, the seller's limited warranty, limitation on the sel...
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Buy and download this package of 8 electronic templates to help your accounting department prepare Demand for Payment Letters. The package contains the following letter forms in easy-to-use Microsoft Word format: Notice of Returned Check Reminder Letter / Request to Contact Credit Manager N...
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Does your business sells goods on layaway? Use this template Layaway Agreement for customers making purchases on a layaway plan. Terms and conditions include: the minimum amount of deposit required to hold the goods; the period of time that items will be held before payment in full must be made...
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Letter to Customer Denying Credit
Write a letter to a customer who does not qualify for a credit account with your business, using this easy template Letter to Customer Denying Credit. The letter informs the customer that its application for a credit account has been rejected, due to a bad credit rating report. This free templ...
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Notice of Default on Note and Demand for Payment
Prepare a Notice of Default on Note and Demand for Payment with this easy-to-use form. The Notice of Default is given by a creditor who holds a promissory note, to a debtor who has defaulted on an installment payment under the note. The creditor makes demand on the debtor for payment of the outst...
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Notice to Customer of Dishonored Check
Use this template to prepare a letter from your company's credit department to a customer, advising them that their check has been returned by the bank and demanding a replacement. This is a generic business letter form in MS Word format, and can be used anywhere....
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Notice to Endorser of Default on Promissory Note
Prepare a Notice to Endorser of Default on Promissory Note with this easy-to-use template. The Notice of Default is given by the holder of a promissory note (creditor) to each endorser of a promissory note, to inform them that the maker of the note has defaulted in making payment and that the end...
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Small business owners, save money on ready-to-use customizable forms for your credit / accounting department with these Overdue Account Notices. This package of template forms allows you to prepare overdue notices for customers whose accounts are in arrears and to demand payment of the past due a...
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Request a credit reference for a new corporate customer with this easy-to-use template form. The file includes a cover letter to a supplier that already provides credit facilities to the customer, and an information form to be filled in by the supplier and returned to you. This Request for Cr...
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Trade Credit Application (Australia)
Does your business extend trade credit to your corporate customers? Buy this easy-to-use template Trade Credit Application form for Australian businesses. The file includes: trade references, bank references, statement by the applicant under Section 18 of the Privacy Act 1988 regarding the pr...
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