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Credit Reference

The document is a template for requesting a credit reference, including a reminder to send a copy to the requester. It emphasizes the importance of maintaining a collection of good credit references, particularly in business contexts, and suggests following up by phone. The document also advises on the best practices for initiating such requests and maintaining an orderly review process annually.

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82 views2 pages

Credit Reference

The document is a template for requesting a credit reference, including a reminder to send a copy to the requester. It emphasizes the importance of maintaining a collection of good credit references, particularly in business contexts, and suggests following up by phone. The document also advises on the best practices for initiating such requests and maintaining an orderly review process annually.

Uploaded by

rsuryakiran2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Credit Reference

Date:

Dear ________________:

As we discussed on the phone today, please send a credit reference to: ___________________
and a copy to us.

For your reference:

Name on our account with you:


Our account number is

Please contact let me know if you have any questions or need any additional information.

Thank you for your prompt attention to this request.

Best regards,

_____________
Signer
Credit Reference
Review List

This review list is provided to inform you about the document in question and assist you in its
preparation. Keeping a collection of good credit references is always a good idea. It is
especially important in business situations. The best way to initiate one of these requests is
when a vendor or supplier “wants” something from you. Then ask for it.

Keep a file of credit references for use when required. Follow-up by phone, not letter.
Remember you are not dunning them. You are “asking” them. As a business, you should do
this in an orderly manner at least once a year. When you review the reports, you will know
whom to use.

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