Credit & Collections

This document serves as a formal notice to a debtor of a warehouse operator's intention to enforce a lien over goods stored by public auction, due to outstanding storage fees or other related charges. It is used when the debtor has failed to settle their account and the warehouse operator wishes to recover costs through the sale of the stored goods.

This document outlines the restrictions and conditions under which credit may be extended to customers, ensuring responsible financial practices and mitigating risks for the business. It should be used when establishing or updating credit policies.

Trade credit insurance application capturing buyer schedule and loss history.

This template outlines the company's policy and procedures for the collection of outstanding payments from customers. It is designed to ensure consistent and effective debt recovery practices.

This template is used to formally notify a customer of an increase in their credit limit, outlining the new limit and any relevant terms and conditions. It is suitable for businesses wishing to communicate changes to credit facilities in a clear and professional manner.

This template is used to formally respond to a customer's request for service on a product or equipment where the warranty has expired, outlining the next steps and potential costs.

This agreement outlines the terms and conditions under which a financial institution repurchases accounts receivable previously sold to it by a business. It is used to formalize the return of certain invoices to the original seller.

This template is used to formally rescind or cancel a previously agreed-upon Contract of Sale between two parties, effectively returning them to their positions before the contract was formed. It is suitable for situations where both buyer and seller mutually agree to terminate the contract due to unforeseen circumstances, non-fulfillment of conditions, or other agreed-upon reasons.

This document acknowledges the receipt of goods by a potential buyer under a "sale on approval" arrangement. It outlines the terms, conditions, and timeframe for the buyer to assess the goods before a final purchase decision.

This letter is used by a business to apologize to a customer for providing a substitute item and to address their dissatisfaction, offering a resolution.

This Cease and Desist Letter template is used to demand an individual or entity to stop specified legal or infringing activities and to refrain from future engagement in such actions. It is typically a precursor to legal action if the demands are not met.

This template is used by a supplier to formally apologize for a delay in delivering goods and to request an extension of time from the buyer. It aims to maintain good customer relations while addressing unforeseen delivery issues.

This template is used to formally acknowledge the cancellation of a back-order by a customer. It confirms the details of the cancelled order and any implications.

This template is used for the assignment of accounts receivable with recourse, meaning the assignor guarantees payment to the assignee. It is suitable for businesses seeking to secure immediate liquidity by selling their receivables.

This template is a formal notice to a client whose payment is 60 days overdue, requesting immediate settlement to avoid further action. Use it when initial payment reminders have been unsuccessful.

This template is a formal notice to a tenant informing them of a default in rent payment. It is used to legally notify the tenant of the outstanding amount and the required action to rectify the default.

This template is used by a buyer to formally notify a supplier of the cancellation of an order for back-ordered goods. It is suitable for situations where the goods have not been shipped within an agreed timeframe or are no longer required.

This template is a formal notice to the original owner of property that was impounded or legally taken possession of, informing them that the property remains unclaimed and will be sold at public auction if not retrieved by a specified deadline. It is used to fulfill legal obligations before disposing of unclaimed goods.

This letter template is used to inform a customer about a delayed or missing shipment. It reassures them that the issue is being investigated and outlines the next steps.

This template is a formal notice to an account debtor, informing them that the rights to receive payments have been assigned to a third party. It should be used when a business sells or assigns its accounts receivable to another entity, such as a factoring company or a bank.

This document is a formal letter to inquire about the bankruptcy status of an individual or entity, typically used by creditors or businesses assessing financial risk. It requests official confirmation and details regarding any bankruptcy proceedings.

This template is used to inform a customer that a service technician attempted to perform a scheduled service but was unable to complete it because no authorised person was present at the property to grant access. It requests the customer to reschedule the appointment.

This template is a formal notice issued by a lender to a borrower indicating the lender's intention to initiate foreclosure proceedings on a mortgaged property due to default on loan payments. It is used to inform the borrower of their outstanding obligations and the consequences of further non-payment.

This template is a formal notice to a customer informing them that a check they submitted for payment has been returned due to insufficient funds (NSF). It outlines the amount due, additional charges, and payment instructions, and serves as a crucial step for businesses in managing receivable payments.

This template is used to formally notify a supplier or shipper about an incomplete shipment received, detailing the discrepancies and requesting corrective action. It is essential for maintaining accurate inventory records and facilitating claims.

This Service Quote template is used to provide a prospective client with an estimated cost for services to be rendered. It details the services, pricing, terms, and conditions before formal engagement.

This New York Lien Waiver Form is used to waive a contractor’s, subcontractor’s, or supplier’s right to file a mechanics lien against a property in New York State. It is typically exchanged for a payment received.

This template is used to re-engage past customers with an offer designed to revive their interest and encourage new product sales.

This Money Back Guarantee outlines the terms and conditions under which a customer can claim a full refund for a product or service. It is used to assure customers of quality and provide recourse if expectations are not met.

This document serves as a formal notice from a debtor to their creditor, outlining their intention to tender payment for an outstanding debt. It is used when a debtor wishes to formally offer payment, often to stop the accrual of interest or to demonstrate willingness to pay.