Trade Credit Application Form Templates

Trade Credit Applications and Due Diligence

In many business-to-business transactions, clients and customers will opt to pay for goods and/or services on account, that is, on trade credit. 

The trade credit documents in this subfolder provide a complete process for managing trade credit from the application stage through to the unfortunate eventuality of a breach of the trade credit terms.

Two versions of the Trade Credit Application Form are available. They provide a mechanism for you to collect and record information relevant to the grant of credit terms to customers. Both versions include a field for you to add your business/company, and one also enables you to add your logo.

The Trade Credit Application Form is suited to any size of customer business or transaction and may be used whether your customer is a company, partnership or sole trader. We have included a form of covering letter for you to use when sending the form to your customers to complete.

We have also included in this subfolder a brief guidance note on credit control and the grant of trade credit to customers.

These Trade Credit Documents are part of the Business Documents Folder. Just £35.00 + VAT will provide you with 1 year's unlimited access to download all/any documents from the Business Folder.