Free template · Printable / PDF
Free trade credit application template
A printable credit application for customers who want to buy on account, covering the details your accounts team needs before setting terms and a limit. Print it, or save it as a PDF to send.
What’s inside
- Business details, including ABN or NZBN
- Purchasing and accounts payable contacts
- Credit limit and payment terms requested
- Three trade references
- Authorisation and signature
Preview
Business details
- Registered business name
- Trading name
- ABN or NZBN
- Business address
- Postal address
- Phone
- Accounts email
- Years in business
Account contacts
- Purchasing contact and email
- Accounts payable contact and email
- Who can place orders on this account
Credit requested
- Credit limit requested
- Payment terms requested
- Expected monthly purchases
- Purchase order number required? (yes or no)
Trade references
- Reference 1: business, contact and phone
- Reference 2: business, contact and phone
- Reference 3: business, contact and phone
Authorisation
- Name of authorised person
- Position
- Signature
- Date
Attach your own terms of trade before sending this form. We haven’t included terms, guarantees or privacy wording, because they need advice for your business.
How to use it
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1
Open the printable version
Print it, or use your browser’s “Save as PDF” to send it by email.
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2
Attach your terms of trade
Add your own terms, and any guarantee or privacy wording your adviser recommends.
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3
Set terms once approved
Approved credit terms and limits live in your ERP, and TierCommerce applies them to every online order.
Trade credit application questions
Does the template include terms of trade?
No. Terms of trade, personal guarantees and privacy wording need advice for your business, so attach your own before sending the form.
Does it work for New Zealand customers?
Yes. It asks for an ABN or NZBN.
How does TierCommerce use credit terms?
Credit terms and limits come from your ERP, so customers can order on account within their limit, and accounts payable users can pay invoices online.
More free templates
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