Finance & Accounting

This template is used to formally notify customers of an upcoming price increase for goods or services, detailing the reasons and effective date.

This Debit Note template is used by a supplier to formally request additional payment from a customer for goods or services already invoiced, or to correct an undercharge. It serves as a formal notification of an increase in the amount owed by the customer.

This Eviction Notice template is used by landlords to formally notify a tenant of their intention to terminate the tenancy and vacate the property due to specific breaches of the lease agreement or statutory requirements.

This template is used to formally release a lien on property, certifying that the underlying debt or obligation has been satisfied. It is suitable for use by businesses in Southern Africa to confirm the discharge of a lien.

This template is a formal notice to a customer regarding an overdue payment. It is used to inform them of the outstanding amount and the consequences of continued non-payment.

This template acknowledges receipt of an installment payment from a customer. It is used to confirm that a payment has been received and applied to an outstanding balance.

This letter serves to formally notify an applicant of the denial of their credit application, outlining the reasons for the decision. It is used when an individual or business does not meet the criteria for credit extension.

This template is a formal notice to a customer informing them of a change to their credit limit. It should be used when adjusting a customer's ability to purchase goods or services on credit.

This Notice to Correct Credit serves as a formal communication to a credit bureau or reporting agency, instructing them to rectify inaccuracies or outdated information present in a consumer or business credit report. Use this when discrepancies are identified that negatively impact a credit score or financial standing.

This template is used to formally approve the opening of a credit account for a client, outlining the approved credit limit and terms. It should be used after reviewing a client's credit application and assessing their creditworthiness.

This letter is used to inform a customer that a late payment has resulted in the revocation of any previously offered discount, and that the full invoice amount is now due. It is suitable for businesses in a generic Southern African context.

This letter provides a formal response to an applicant whose credit application has been rejected, offering a clear explanation for the decision in a professional and constructive manner.

This template is used by businesses to request credit information about a potential new customer from their references, typically other suppliers or financial institutions. It helps assess the creditworthiness of a new client before extending credit.

This template is a formal collection letter to a debtor requesting them to make contact and propose a payment plan for an overdue amount. It is used when initial payment reminders have been unsuccessful.

This template is a formal notice to a tenant informing them of a default in rent payment and requesting immediate payment to rectify the situation.

This template outlines the terms and conditions governing a charge account facility offered to a customer. It is suitable for businesses extending credit to other businesses or individuals.

This template is a formal notice to a customer outlining updated or new Cash on Delivery (COD) terms. It should be used when there are changes to payment requirements for goods or services.

This template is a formal agreement between a creditor and a debtor to settle an outstanding debt for a reduced amount. It is used when both parties wish to resolve a debt dispute without further legal action.

Form transmitting an account to a collections agency with required documentation.

Standardized AR aging report with bucket totals and DSO calculation.

Approval form documenting collection efforts and authorizing write-off.

Internal form documenting a customer dispute and resolution workflow.

Standard B2B credit application with trade references, financials, and personal guaranty.

This Payment Plan Agreement outlines the terms and conditions for a structured repayment schedule between a Debtor and a Creditor. Use this when formalizing an agreement to settle an outstanding debt over an agreed period.

This agreement is used when two parties wish to settle a disputed financial account for a sum less than the original claimed amount. It outlines the terms of the compromise and settlement.

This letter serves as a formal denial of a credit account application due to unfavorable information obtained from a credit report. It informs the applicant of the decision and provides details regarding the credit reporting agency.

Internal notification placing a customer on credit hold with reason and resolution steps.

Letter requesting credit references from suppliers listed in a customer's credit application.

Three-stage dunning letter series escalating from reminder to final demand.

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.