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| Opening new accounts |
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Open New Accounts Properly
Attitude
Treat this as the best chance to get payments properly arranged. The customer
should expect to request time to pay and to be checked out. Don't deliver until
you are happy to allow credit. Allocating the Account Number should be the
control point. Actions
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Credit Application Form: - obtain correct name,
company registration number (for companies), payment address, person
for payments,
phone, fax numbers,e-mail details and acceptance of terms.
Click here for a printable application
form (Zipped Word Document).
Click here for a printable
application form (PDF Format).
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Get credit references or not, according to policy.
Decide maximum credit amount.
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Allocate account number and set up correct account
details.
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Send a letter to the payment person confirming the
amount of credit available. By doing so, you are introducing yourself
to the person who will be making the payments, as well as confirming
your payment terms and reiterating the amount of credit available. Click
here for a printable letter confirming the amount of credit available.
- Now you are ready to sell to
the customer on a credit basis, use special ledger category for 3 months,
with telephone contact, to get customer into good payment habits.
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