Finance & Accounting

This template is used to formally notify a customer about an unexpected delay in their shipment, providing reasons and outlining steps being taken to resolve the issue.

This template provides a Washington State Lien Waiver Form, used to waive the right to file a mechanics lien or claim against a property. It is typically used by contractors, subcontractors, and suppliers after receiving payment for their work or materials.

Customer credit policy covering credit limits, terms, security, and exception approvals.

This template is a formal response to a customer inquiry, thanking them for their interest and providing a comprehensive price list for products or services. It is suitable for businesses looking to professionalise their customer communications and streamline their sales process.

Personal guaranty supporting a trade credit account.

This Forbearance Agreement with Release Provision is used when a lender agrees to temporarily suspend or reduce a borrower's debt payments in exchange for certain conditions, including the release of claims the borrower might have against the lender. It is suitable for situations where both parties seek to avoid default or litigation.

This letter template is used by a business to apologize to a recipient for inadvertently issuing a Non-Sufficient Funds (NSF) check, explaining the situation, and outlining corrective actions.

Procedure for responding to customer bankruptcy notices and proof-of-claim filings.

This template is used to formally apologize for an error in a previously issued invoice and to provide a corrected invoice or instructions for resolution. It helps maintain good customer relationships and ensures clear communication regarding billing discrepancies.

This template is used to formally document the delivery of substitute goods when the originally ordered items are unavailable or defective. It ensures both parties acknowledge the change and agree to the substituted items.

This letter is used by a supplier to formally retract a previous communication that indicated an inability to ship goods, confirming that the shipment will now proceed as originally planned or with new arrangements.

This template is a formal notice to an individual or entity for the infringement of copyrighted work, demanding cessation of use and potential compensation. It is used when an individual or organisation discovers their copyrighted material has been used without permission.

This agreement is used when a creditor agrees to extend the payment due date for an existing debt, often in exchange for revised terms or continued interest. It formalizes the new payment schedule and any associated conditions.

This Promissory Note serves as a legally binding promise by the Maker to pay a specific sum of money to the Payee by a defined date, often used in credit and collection scenarios.

This template is used to formally document a company board's decision to initiate legal proceedings against a debtor or other party. It ensures proper authorization and record-keeping for litigation.

This template is a formal notice used to rescind a previously issued release, typically in the context of debt settlement or contractual agreements. It is used when the conditions for the release were not met, or a breach occurred, necessitating the revocation of the release.

This template is used to formally notify a tenant of a change in their rent amount. It outlines the new rent, effective date, and any other relevant terms.

This template is used by a seller to formally accept a purchase order from a buyer, specifying that the delivery of goods will occur in multiple separate lots rather than a single shipment. It is suitable when fulfilling large orders or when staged deliveries are mutually agreed upon.

This template is a formal demand for payment on an overdue installment promissory note, to be used when prior informal attempts to collect payment have failed. It serves as a preliminary step before pursuing legal action.

This credit note template is issued to customers to acknowledge a reduction in the amount owed due to returns, overcharges, or other adjustments. It serves as a formal document for financial record-keeping.

This template is a formal letter to notify a borrower of their default on a promissory note, demanding immediate payment and outlining potential consequences.

This letter serves as a formal apology to a customer for incorrectly stating that a payment was not received or processed. It aims to rectify the miscommunication, reassure the customer, and explain the steps taken to correct the error.

This template is used to formally approve a customer's application for a charge card, outlining the terms and conditions associated with its use. It should be issued after a successful credit assessment.

This template is a formal letter agreement outlining a revised repayment schedule for an outstanding debt. It is used when a debtor is unable to meet the original repayment terms and a new, mutually agreeable schedule has been negotiated.

This agreement formally documents a revised payment schedule between a creditor and a debtor, extending the original debt payment terms. It is used when both parties agree to modify the existing repayment plan to allow the debtor more time to fulfill their financial obligations.

This Refund for Returned Merchandise template is used to formally acknowledge the return of goods and confirm the issuance of a refund to a customer. It details the items returned, the refund amount, and the method of refund.

This Debit Memo serves as a formal request for payment from a customer for goods or services rendered, or to correct an undercharge or error. It clearly details the amount due and the reason for the debit, providing a record for both parties.

This template is used to formally notify a customer about the conversion of their credit account to Cash on Delivery (COD) terms due to payment issues or a change in credit policy. It outlines the reasons for the change and the new payment requirements.

This template is used to formally request payment from a client whose outstanding balance has exceeded their approved credit limit. It informs the client of their credit status and requests immediate payment to bring the account back within limits.

This worksheet helps businesses define and understand their target market segments, including demographics, psychographics, and needs. Use it when developing marketing strategies or launching new products/services.