Credit Application

All prices are inclusive of your local country tax (e.g. GST, VAT)

Before you extend any credit to a client they should first fill in a Credit Application form.

  • Resource code: CA1-0914
  • Author: Sarah Ritchie
  • Last updated: September 2014
  • Format: One Microsoft Word template for editing

How will this resource help me?

In these days of financial uncertainty, your client's "spit and shake on it" intention to pay their invoices isn't enough. You need to be better informed of their financial position before you extend a line of credit, and your client needs to be held accountable to an agreement in writing.

Created specifically for use in an agency environment, this comprehensive Resource template includes sections for business contact information, credit information, trade references, personal guarantee and agreement terms.

Template features:
  • One template.
  • Created in Word for Mac 2011 (.docx) and cross-compatible with Word for PC.
  • Fully customisable.
  • Simple, easy-to-use template.
  • Download includes a support file.
  • Risk-free, 100% satisfaction guarantee (or your money back).



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