The Trade Credit Application Form 1 records customer information and details in respect of the references, the amount of the credit limit being requested, and acceptance of the company's/supplier's Terms and Conditions, confirming acceptance of the company's notification periods for order discrepancies and payment terms.
This form also provides space/fields for Company to maintain a record of the authorisation of a specified credit limit, the person authorising the credit limit and a record of the notification date of approval to the customer.
The references requested within this template include Bank, Accountant, Solicitor and at least two trade. Trade Credit Application II provides for a Bank reference and 2 Trade references, but also for recording the home address of directors (2), partners (2) and sole trader.
This document is in fixed field format. Simply press TAB to jump from one field to the next and SHIFT + TAB to go back. Alternatively, use the mouse to click from one field to the next.
Thetemplate can be unlocked by clicking on the "Padlock" icon on the tool bar. To display the “Padlock” icon click on “View” and then “Toolbars”. From the “Toolbar” menu enable “Forms”.