Finance & Accounting

Collections phone script with tone guidance and dispute-handling branches.

Pre-litigation demand letter from credit team or counsel.

This template is a formal letter used to address and resolve disputes regarding outstanding payments, aiming to clarify discrepancies and facilitate payment collection.

This letter is sent to overdue customers, offering an additional once-off discount to encourage immediate payment of outstanding debts.

This Credit Memo template is used to acknowledge a reduction in the amount owed by a customer due to returns, overpayments, or pricing adjustments. It serves as a formal record for both the issuing company and the customer.

This document serves as a formal notice to a carrier to stop goods in transit, typically due to issues with the buyer, payment, or the goods themselves. It is used when a seller wishes to prevent delivery of goods that have already been shipped.

This document is a formal notification from a buyer to a supplier, detailing the partial rejection of goods received that do not conform to agreed specifications or quality standards. It is used when a portion of a delivery is unsatisfactory but the remaining part is acceptable.

This template is used to formally notify a customer of a credit issued for merchandise that was damaged during shipment. It details the damaged items, the credit amount, and how the credit will be applied.

This Demand Note serves as a formal request for payment of an outstanding debt. It is used by businesses to inform a debtor of money owed and the deadline for repayment before further action is taken.

This letter is used by a business to formally request an extension for an upcoming payment due date. It is suitable for situations where unforeseen circumstances prevent timely payment.

This template is a formal letter from a collection agency to a debtor, informing them that a debt has been assigned to the agency for collection and outlining the next steps. It is used when a business engages a third-party collection agency to recover outstanding payments.

This Transmittal for Collection document is used to formally send overdue accounts or debts to a collection agency or legal department. It ensures proper record-keeping and clear instructions for the collection process.

This template is a formal letter to a debtor, informing them that their overdue account will be referred to a collection agency if immediate payment is not received. It is used as a final warning before escalating collection efforts.

This template is used by businesses to formally transmit a customer's overdue account to a collection agency. It provides the necessary details for the collection agency to pursue the debt.

This document is a comprehensive Consumer Credit Application form, designed for individuals applying for credit facilities. It captures essential personal, financial, and employment information necessary for credit assessment and approval.

This template grants a business the authority to release credit information about an individual or entity to a third party. It is used when a credit check or financial assessment is required by a lender, supplier, or other interested party.

This template is used by a buyer to propose a settlement for a disputed amount with a supplier or vendor, aiming to resolve the disagreement amicably and efficiently.

This template is used to formally apologise to a customer for an issue with a previous order, inform them that a replacement shipment has been dispatched, and provide details for tracking and next steps. It is suitable for businesses operating in a generic Southern African context.

This template is a formal notice to a debtor informing them of the private sale of collateral pledged to secure a debt, following a default on their obligations. It is used to comply with legal requirements for notifying debtors prior to the disposition of collateral.

This template is a formal notice to a debtor indicating that legal action will be initiated if outstanding payments are not received by a specified date. It is used when all previous attempts to recover debt have failed.

A comprehensive checklist to assess an SME's readiness for equity funding, covering legal, financial, and operational aspects.

A concise, one-page business plan template for South African SMEs seeking equity funding, focusing on key aspects like company overview, market analysis, and financial projections.

A comprehensive worksheet to assist Small to Medium Enterprises (SMEs) in Southern Africa with calculating their total addressable market, service addressable market, and service obtainable market.

A comprehensive 12-slide pitch deck outline for startups seeking equity funding, designed to guide entrepreneurs in presenting their business effectively to potential investors.

Stockholders agreement covering transfer restrictions, ROFR, and drag-along.

Founders agreement covering equity split, vesting, IP assignment, and decision-making.

Internal workflow for equity grant approvals from request to issuance.

This template is a formal resolution passed by shareholders to officially approve and validate actions taken by company officers retroactively. It is used when officers have acted outside their pre-approved authority or when certain actions require explicit shareholder ratification to ensure their legal standing.

This template provides a formal board resolution to acknowledge the ownership of, and subsequently merge with, another company. It is used when a company's board of directors formally approves such a strategic transaction.

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.