Title / Description
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*Welcoming the Potential Customer*
| | This letter can be used to welcome a potential new customer. |
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*New Acct - Reminder of Crdt Terms*
| | This letter should be a part of your letters for welcoming and processing new accounts. This welcomes the new customer and reminds them of your credit terms. |
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*New Acct - Reference Requested*
| | This letter welcomes a new account and seeks additional reference to complete the credit investigation.
On occasion, you'll have enough information in your credit files to appove an initial shipment and the granting of a temporary credit limit, but still want additional data.
There is no reason why a sale should be refused or delayed because all of the information is not available as yet. |
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*New Acct Explanation of Crdt Limit*
| | This letter welcomes a new account and offers an explanation for a credit limit, which probably is less than what was originally sought by the customer. |
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*New Acct - Open Terms Denied*
| | This letter explains that you have had to deny credit. |
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*Order Shipped - No Credit App Recd*
| | This letter can be used if you find that you have shipped to an account prior to receiving a credit application. |
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*Unacceptable PO Terms*
| | This letter can be used when a customer submits a purchase order with terms that differ from your terms. |
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*Prior Problem Acc't Re-Established*
| | This letter can be used when you have a prior problem customer that you have decided to re-establish on open terms. |
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*New acc't opened - Details Noted*
| | This letter can be used when you open up a new account that you suspect will be a slow paying or risky account. |
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*Poor History - Try COD Terms*
| | This letter can be used when you want to reestablish an account with a prior poor credit history with your firm. In this case, the letter requests COD. |
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*Foreign Account Open Terms*
| | This letter can be used when you are setting up a foreign account and are able to extend open terms. |
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*Reopen an Acc't - Old Item Due*
| | This letter can be used in a situation when an account wants to begin doing business with you again under open terms, but still has an old order left unpaid. |
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*Poor Risk - Alternative suggested*
| | This letter can be used with an account that you determine is too risky to sell, and you'd like to request a Letter of Credit (L/C). |
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*Marginal Account Re-established*
| | This letter can be used in a situation where you decide that you can reestablish a marginal account on open terms again. |
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*Request for Fin'ls - Poor Results*
| | This letter can be used to request more recent financial information when what you have received is not enough to justify credit, or at least credit at the level requested or needed. |
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