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Credit control templates

Members can access free credit control templates, including invoice and terms & conditions of contract, to help them manage cash flow. 

  • Non-member price: £40.00
  • Member price from: Free!

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These templates, exclusively for Forum members, are editable so they can be used in your own business to create a good credit management policy so you can keep your cash flowing and your business growing.

The bundle includes: 

  • Credit account application form
  • Trade reference letter
  • Sample terms and conditions of contract
  • Acceptance letter to credit account
  • Credit account statement
  • Order confirmation
  • Purchase order
  • Delivery note
  • Proforma invoice
  • Invoice
  • First reminder letter
  • Letter of final demand
  • Agreement to instalment payments letter
  • Repeated late payment letter
  • Deliveries held until past due balance paid letter

To download the templates, click the purchase button above and checkout for free. You’ll then be prompted to download a .zip file containing all the templates listed below, which you can save to your computer.

For further guidance on cash flow and credit control, call our helpline on 0845 130 1722.