Chapter 01

Credit approval


The sample email is written to welcome and establish credit terms with the customer.
Best-practices:

  • Be warm and clear – remember this is the first email which the customer is going to receive
  • Clearly specify the credit terms with details such as <due-dates>, early payment discounts, service charges for late payments
  • Attach the credit policy

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Credit Approval EmailCredit Approval Email

Chapter 02

Request for trade reference


The sample email is written to get credit information from trade references
Best-practices:

  • Clearly specify the required information from the customer
  • Remind the customer to attach the required document
  • Clearly redirect the customer by providing link to the portal

Click on the icon to download the email templates
Request for Trade ReferenceRequest for Trade Reference

Chapter 03

Request for Bank Reference


The sample email is written to get credit information from banks.
Best-practices:

  • Request for all the information required from the bank
  • Clearly mention that the customer’s credit application has been attached for their reference
  • Specify the link where they can fill in the information
  • Provide a link to the portal to upload the bank reference document

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Request for Bank ReferenceWord-icon

Chapter 04

Collateral Certificate Renewal


The sample email is written to remind the customer to renew the collateral certificate before the expiry date
Best-practices:

  • Clearly inform about the expiry of the previous document
  • Clearly spell out the date by which the certificate will expire
  • Remind the customer to attach the required document

Click on the icon to download the email templates
Collateral Certificate RenewalWord-icon

Chapter 05

Tax Certificate Renewal


The sample email is written to remind the customer to renew the tax certificate before the expiry date
Best-practices:

  • Clearly inform about the expiry of the previous document
  • Clearly spell out the date by which the certificate will expire
  • Remind the customer to attach the required document

Click on the icon to download the email templates
Tax Certificate RenewalWord-icon

Chapter 06

Credit Information Letter


The sample email is written requesting the customer for some additional credit information required to complete the credit application
Best-practices:

  • Clearly specify the credit information that you require
  • Redirect them to the portal to fill in the details

Click on the icon to download the email templates
Credit Information LetterWord-icon

Chapter 08

Credit Limit Upgrade


The sample email is written to inform the customer regarding the extension of their credit limit
Best-practices:

  • Clearly mention the existing credit limit
  • Specify the extended credit limit
  • Offer reaching out directly to you

Click on the icon to download the email templates
Credit Limit UpgradeWord-icon

Chapter 09

Blocked Order


The sample email is written when the customer’s order gets blocked due to outstanding payments
Best-practices:

  • Use this as a polite reminder regarding the approaching credit limit
  • Include the details of the invoices, amount and promised payment date
  • Offer convenient payment options
  • Attach the original invoices to avoid further to and fro in requesting invoice information

Click on the icon to download the email templates
Blocked OrderWord-icon

Chapter 10

Sales Notification (Internal)


The sample email is written to the sales team regarding new customers and extended credit limit for existing customers
Best-practices:

  • Clearly specify the account name
  • Clearly Specify the corresponding updated credit limit

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Sales Notification (Internal)Word-icon

Chapter 11

Pro-active Payment Reminder


The sample email is written to inform the customer regarding payment dues
Best-practices:

  • Be polite – remember that this is just a pro-active reminder; do not assume that the customer will default
  • Clearly specify the invoices and the due-dates
  • Urge them to make a payment with their earliest A/P run
  • Share options for easy payment methods through an EIPP portal

Click on the icon to download the email templates
Pro-active Payment ReminderWord-icon

Chapter 12

Early Payment Discount Reminder


The sample email is written to inform the customer regarding early payment discounts they can avail
Best-practices:

  • Clearly call out the offer – a discount on early payment
  • Clearly spell out the date by which payment must be made
  • Detail any invoices with the actual amounts to be paid – this clears any confusion in buyers manually calculating final amounts
  • Urge them to make a payment with their earliest A/P run
  • Provide convenient payment options

Click on the icon to download the email templates
Early Payment Discount ReminderWord-icon

Chapter 13

First Past-due Reminder


The sample email is written as the first reminder for the customer’s past-due invoices
Best-practices:

  • Clarify whether the customer has received any previous invoice copies
  • Call out the invoices for which payment has been delayed – specify the actual date
  • Ask the customer to reach out to customer serivce in case of any issues
  • Offer convenient payment options

Click on the icon to download the email templates
First Past-due ReminderWord-icon

Chapter 14

Second Past-due Reminder


The sample email is written as the second reminder for the customer’s past-due invoices
Best-practices:

  • Clearly inform about the delay in payment
  • Call out the email as a ‘second’ past-due reminder
  • Remind the customer to make a payment at their earliest possible
  • Offer the option of making a payment commitment through your EIPP portal
  • Offer convenient payment options
  • Attach the original invoices to avoid further to and fro in requesting invoice information

Click on the icon to download the email templates
Second Past-due ReminderWord-icon

Chapter 15

Third Past-due Reminder


The sample email is written as the third reminder for the customer’s past-due invoices
Best-practices:

  • Call out the possible outcomes for further non-receipt
  • Drop any non-essential courtesy or flowery language
  • Remind the customer to make a payment at their earliest possible
  • Offer convenient payment options
  • Offer the option of making a payment commitment through your EIPP portal
  • Attach the original invoices to avoid further to and fro in requesting invoice information

Click on the icon to download the email templates
Third Past-due ReminderWord-icon

Chapter 16

Suspension of Credit


The sample email is written to inform the customer that the credit for their account has been suspended due to prolonged delinquency
Best-practices:

  • Inform about discontinued credit
  • Clearly specify the reason for discontinuation of credit to the account
  • Call out the total value of outstanding or past-due invoices
  • Offer reaching out directly to a customer service representative as the first option
  • Offer convenient payment options
  • Offer the option of making a payment commitment through your EIPP portal
  • Attach the original invoices to avoid further to and fro in requesting invoice information

Click on the icon to download the email templates
Suspension of CreditWord-icon

Chapter 17

Default on Payment Commitment


The sample email is written as a reminder to the customer about the unfulfilled payment commitment
Best-practices:

  • Include the details of the invoice, amount and promised payment date
  • Ask the customer to contact a customer service representative for any help in facilitating the payment
  • Offer convenient payment options
  • Attach the original invoices to avoid further to and fro in requesting invoice information

Click on the icon to download the email templates
Default on Payment CommitmentWord-icon

Chapter 18

Escalation Notice


The sample email is written in an extra-ordinary circumstance in which the recipient is being reached out to for long outstanding dues
Best-practices:

  • Highlight all the information they need to help process the payment
  • Offer convenient payment options
  • Attach the original invoices to avoid further to and fro in requesting invoice information
  • Use this template sparingly to avoid diluting its impact and value

Click on the icon to download the email templates
Escalation NoticeWord-icon

Chapter 19

Collecting from Key Accounts


The sample email is written as a polite reminder to the customer to clear few invoices that have outstanding payments
Best-practices:

  • Appreciate the relationship with the customer
  • Be polite and helpful with any additional details they may need in processing the payment
  • Offer convenient payment options
  • Attach the original invoices so that all information is available in one place

Click on the icon to download the email templates
Collecting from Key AccountsWord-icon

Chapter 20

Collecting from Slow-paying Customers


The sample email is written to collect from customers who are very slow in their payments and have outstanding invoices
Best-practices:

  • Share all information required in a single place
  • Be up-front about the implications of continued delay in payments
  • Offer support in answering any questions
  • Offer convenient payment options

Click on the icon to download the email templates
Collecting from Slow-paying CustomersWord-icon

Chapter 21

Collecting from Fast-paying Customers


The sample email is written as a polite reminder for customers who are usually fast-paying but have some outstanding invoices
Best-practices:

  • Be polite – these customers have always paid you on-time
  • Offer the benefit of doubt and ask them to reach out to customer service for any help
  • Offer convenient payment options
  • Attach the original invoices so that all information is available in one place

Click on the icon to download the email templates
Collecting from Fast-paying CustomersWord-icon

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