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A Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit line report, terms of sale and initial shipment details.
About this course
| description |
| lessonOverview |
This letter is for a new account for which you have established a credit line.
Comments
- This letter also advises the new account that open account credit has been approved.
- The terms of sale are listed so that there is no misunderstanding now or in the future.
- The customer is informed when the opening order will or did ship.
- By a copy of the letter, the sales manager is advised of the extension of credit, the initial shipment and the credit limit of the account.
- The follow-up file can be used to closely monitor new account activity.
Note: As always, your company's situation (market, management risk appetite, etc.) and style will be unique so this can serve as a template to get started.
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| instructor |
| name |
title |
image |
description |
Ins |
| Credit today |
www.credittoday.net |
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| related |
| image |
tag |
title |
description |
link |
contentType |
 |
KPIs and Reporting |
New Account - Reminder of Terms |
Follow this template to remind sales terms and conditions to customers in order to ensure all remaining payments are paid on time without any obligations. |
academy.highako.com/template-customer-credit-line |
|
 |
Credit Scoring |
Credit Risk Assessment Training for Trade Creditors |
This online course on evaluating your customers' creditworthiness is based on factors such as the size of the company, D&B scores. |
https://academy.highako.com/trade-credit-risk-assessment-course |
|
|
About this course
| description |
| lessonOverview |
This letter is for a new account for which you have established a credit line.
Comments
- This letter also advises the new account that open account credit has been approved.
- The terms of sale are listed so that there is no misunderstanding now or in the future.
- The customer is informed when the opening order will or did ship.
- By a copy of the letter, the sales manager is advised of the extension of credit, the initial shipment and the credit limit of the account.
- The follow-up file can be used to closely monitor new account activity.
Note: As always, your company's situation (market, management risk appetite, etc.) and style will be unique so this can serve as a template to get started.
|
|
| instructor |
| name |
title |
image |
description |
Ins |
| Credit today |
www.credittoday.net |
|
|
|
|
| related |
| image |
tag |
title |
description |
link |
contentType |
|
KPIs and Reporting |
New Account - Reminder of Terms |
Follow this template to remind sales terms and conditions to customers in order to ensure all remaining payments are paid on time without any obligations. |
academy.highako.com/template-customer-credit-line |
|
|
Credit Scoring |
Credit Risk Assessment Training for Trade Creditors |
This online course on evaluating your customers' creditworthiness is based on factors such as the size of the company, D&B scores. |
https://academy.highako.com/trade-credit-risk-assessment-course |
|
|
