Ready-to-use templates & checklists
100 practical, copy-and-customise templates and checklists for credit control — from credit applications and invoices to reminder letters, agreements and policies. Search or filter by topic.
- Credit Setup
Credit Application Form Template
A ready-to-use credit application form covering entity, trade references and terms acceptance.
7 min read - Credit Setup
Terms Of Trade Checklist
A clause-by-clause checklist for terms of trade that protect payment and recovery.
7 min read - Credit Setup
Customer Onboarding Checklist
A step-by-step checklist for onboarding new credit customers cleanly.
6 min read - Credit Setup
Credit Policy Template
A fill-in-the-blanks credit policy template covering approval, limits and escalation.
7 min read - Credit Setup
Credit Limit Worksheet
A worksheet for calculating a defensible starting credit limit per customer.
6 min read - Credit Setup
Personal Guarantee Request Template
A polite, firm template for requesting a personal guarantee from a director.
6 min read - Credit Setup
Trade Reference Request Template
A script and form for requesting and recording trade references.
6 min read - Credit Setup
Credit Check Checklist
A checklist for running a thorough pre-approval credit check.
6 min read - Credit Setup
New Account Approval Checklist
A final approval checklist before a new credit account goes live.
5 min read - Credit Setup
Director Guarantee Checklist
A checklist for obtaining and executing an enforceable director's guarantee.
6 min read - Credit Setup
Retention Of Title Clause Checklist
A checklist for retention-of-title clauses and PPSR registration.
6 min read - Credit Setup
Credit Account Setup Template
A template for setting up an approved credit account in your system.
5 min read - Credit Setup
Stop Credit Decision Checklist
A checklist for deciding when to place a customer's account on stop.
6 min read - Credit Setup
Credit Risk Scorecard Template
A points-based scorecard template for rating new and existing credit customers.
6 min read - Credit Setup
Account Review Checklist
A checklist for periodic reviews of existing credit accounts.
6 min read - Credit Setup
Supplier Credit Application Template
A template for applying for a trade credit account with a supplier.
6 min read - Credit Setup
Credit Terms Comparison Worksheet
A worksheet for comparing credit terms across customers or suppliers.
5 min read - Credit Setup
KYC Business Checklist
A know-your-customer checklist for verifying a business before extending credit.
6 min read - Credit Setup
Credit Insurance Checklist
A checklist for evaluating and complying with trade credit insurance.
6 min read - Credit Setup
Annual Credit Review Template
A template for an annual review of your whole credit-management function.
7 min read - Invoicing
Tax Invoice Template
A ready-to-copy, ATO-aligned tax invoice layout with every required field.
6 min read - Invoicing
Recurring Invoice Template
A repeating-invoice layout plus a schedule so regular billing never slips.
6 min read - Invoicing
Deposit Invoice Template
A deposit-request invoice that secures commitment before work starts.
6 min read - Invoicing
Progress Claim Template
A staged-billing claim that bills work done to date against a contract sum.
7 min read - Invoicing
Quote Template
A clear quote layout that locks scope, price and terms before work starts.
6 min read - Invoicing
Statement Of Account Template
A monthly statement layout that summarises all open invoices and ageing.
6 min read - Invoicing
Payment Receipt Template
A receipt layout that confirms payment received against a specific invoice.
5 min read - Invoicing
Credit Note Template
A credit note layout that adjusts or reverses an invoice the right way.
6 min read - Invoicing
Proforma Invoice Template
A proforma layout for requesting pre-payment before the supply is made.
6 min read - Invoicing
Milestone Billing Schedule
A milestone schedule that splits a job into staged, triggered payments.
7 min read - Invoicing
Invoice Checklist
A pre-send checklist that catches the gaps slow payers exploit.
5 min read - Invoicing
Late Payment Terms Template
Ready-to-adapt payment terms covering due dates, interest and costs.
6 min read - Invoicing
Invoice Cover Email Template
A cover email that sends an invoice to the right person, ready to pay.
5 min read - Invoicing
Purchase Order Template
A purchase order layout that commits a buyer to price, scope and terms.
6 min read - Invoicing
Remittance Advice Template
A remittance advice layout that maps a payment to the invoices it pays.
5 min read - Invoicing
Retainer Invoice Template
A retainer invoice for fixed ongoing fees billed ahead of the period.
6 min read - Invoicing
Time And Materials Invoice Template
A time-and-materials invoice that itemises hours, rates and materials.
6 min read - Invoicing
Invoice Dispute Response Template
A response that addresses a disputed invoice and keeps payment moving.
6 min read - Invoicing
Final Invoice Checklist
A closing-invoice checklist that reconciles deposits, claims and retention.
6 min read - Invoicing
E-Invoicing Setup Checklist
A setup checklist for moving onto the Peppol-based eInvoicing network.
6 min read - Collections
First Reminder Email Template
A friendly first-reminder email that prompts payment and creates a record.
5 min read - Collections
Second Reminder Email Template
A firmer second-reminder email that requests a clear payment date.
5 min read - Collections
Final Notice Email Template
A final-notice email stating a firm deadline before escalation.
5 min read - Collections
Overdue Statement Cover Letter
A cover letter for an overdue statement of account, with a clear ask.
5 min read - Collections
Friendly Payment Reminder SMS
Short, compliant SMS reminder templates for overdue invoices.
4 min read - Collections
Collection Call Script
A phone script for a confident, respectful collection call.
6 min read - Collections
Payment Promise Follow-Up Template
An email confirming an agreed payment amount and date in writing.
4 min read - Collections
Payment Plan Proposal Template
A letter proposing a structured instalment plan for an overdue debt.
6 min read - Collections
Account On Hold Notice Template
A notice placing a customer's account on hold pending payment.
5 min read - Collections
Pre-Legal Warning Letter
A letter warning of referral or legal action before escalation.
6 min read - Collections
Escalation Checklist
A checklist to confirm an account is ready to escalate.
5 min read - Collections
Broken Promise Follow-Up Template
An email following up a missed payment promise, firmly and fairly.
5 min read - Collections
Settlement Offer Letter Template
A letter offering a discounted lump-sum settlement of a debt.
6 min read - Collections
Payment Confirmation Email
An email confirming receipt of payment and closing the account.
4 min read - Collections
Dispute Acknowledgement Template
An email acknowledging an invoice dispute and pausing the clock.
5 min read - Collections
Collections Cadence Checklist
A day-by-day collections cadence checklist from due date to referral.
5 min read - Collections
Hardship Response Template
An email responding to a customer's claim of financial hardship.
6 min read - Collections
Referral Handover Checklist
A checklist of everything to include when referring a debt.
5 min read - Collections
Thank You For Payment Template
A warm thank-you email after a customer settles their account.
4 min read - Collections
Dunning Sequence Template
A complete escalating dunning message sequence, ready to automate.
6 min read - Agreements
Payment Arrangement Agreement Template
A plain template for recording an agreed catch-up arrangement on an overdue commercial account.
7 min read - Agreements
Terms of Trade Template
A general skeleton for commercial terms of trade covering payment, title, interest and default.
9 min read - Agreements
Instalment Agreement Template
A template for converting an agreed debt into a fixed schedule of instalments with clear terms.
7 min read - Agreements
Personal Guarantee Template
A general template for a director's personal guarantee of a company's trading debt.
8 min read - Agreements
Settlement Agreement Template
A general template for settling a disputed or overdue debt and recording that it is resolved.
8 min read - Agreements
Repayment Plan Agreement
A light, relationship-friendly template for putting an agreed catch-up schedule in writing.
6 min read - Agreements
Credit Account Agreement Template
A general template for onboarding a customer onto a credit account with terms and guarantee.
9 min read - Agreements
Retention Of Title Clause Template
A general retention of title clause for supply-of-goods terms, with notes on registration.
7 min read - Agreements
Late Payment Interest Clause
A general clause for charging interest on overdue commercial accounts, with practical notes.
6 min read - Agreements
Deed Of Acknowledgement Of Debt
A general template for a debtor's formal acknowledgement of the amount owing, by deed.
8 min read - Agreements
Confidentiality Clause Template
A general confidentiality clause for inclusion in settlements, arrangements and deeds.
5 min read - Agreements
Dispute Resolution Clause
A general escalation-based dispute resolution clause for commercial terms and agreements.
6 min read - Agreements
Default Clause Template
A general default clause defining default events and the creditor's resulting rights.
7 min read - Agreements
Stop Supply Clause
A general clause allowing suspension of supply when a customer is overdue or in default.
6 min read - Agreements
Recovery Costs Clause
A general clause passing reasonable agency and legal recovery costs to a defaulting customer.
6 min read - Agreements
Guarantee And Indemnity Template
A general combined guarantee and indemnity for a director backing a company's trading debt.
8 min read - Agreements
Variation Of Terms Template
A general template for documenting an agreed change to existing terms or an agreement.
6 min read - Agreements
Payment Undertaking Template
A general one-page template for a debtor's written undertaking to pay a set amount by a date.
5 min read - Agreements
Hardship Arrangement Template
A general template for a temporary, good-faith arrangement where a customer faces genuine hardship.
7 min read - Agreements
Full And Final Settlement Letter
A general letter template for closing a smaller debt on a full and final settlement basis.
6 min read - Policies & Checklists
Credit Control Policy Template
A ready-to-tailor credit control policy your whole team can follow.
8 min read - Policies & Checklists
Collections Policy Template
A step-by-step collections cadence you can adopt today.
7 min read - Policies & Checklists
Hardship Policy Template
Handle genuine hardship fairly without writing off the debt.
7 min read - Policies & Checklists
Complaints Handling Policy
Resolve collection complaints fairly, quickly and on the record.
7 min read - Policies & Checklists
Refund Policy Template
Set out when and how you refund, before disputes arise.
6 min read - Policies & Checklists
Debt Write-Off Policy
Decide when to write off a debt — on evidence, not emotion.
7 min read - Policies & Checklists
Credit Approval Policy
Decide who gets credit, how much, and on what checks.
7 min read - Policies & Checklists
Month-End Receivables Checklist
Close the month with a clean, reconciled debtor ledger.
6 min read - Policies & Checklists
Week-1 Overdue Checklist
Act in the first week overdue, when recovery is easiest.
5 min read - Policies & Checklists
New Customer Due Diligence Checklist
Check a new account properly before extending any credit.
6 min read - Policies & Checklists
Bad Debt Provisioning Checklist
Provision for doubtful debts so your accounts stay honest.
6 min read - Policies & Checklists
Year-End Debtor Cleanup Checklist
Clean up the debtor ledger and start the year clear.
6 min read - Policies & Checklists
Cash Flow Health Checklist
A quick check on the receivables side of your cash flow.
6 min read - Policies & Checklists
Credit Control KPI Checklist
The handful of KPIs that tell you if collections work.
6 min read - Policies & Checklists
Audit-Ready Receivables Checklist
Keep receivables records clean enough for any audit.
6 min read - Policies & Checklists
Vulnerable Customer Policy
Recognise and support customers in vulnerable circumstances.
7 min read - Policies & Checklists
Privacy Policy For Collections
Handle debtor personal information lawfully and with care.
7 min read - Policies & Checklists
Data Retention Checklist
Decide how long to keep debtor records, and dispose safely.
6 min read - Policies & Checklists
Escalation Policy Template
Define when and how an overdue account is escalated.
7 min read - Policies & Checklists
Payment Methods Policy
Make paying easy with a clear payment methods policy.
6 min read
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