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Credit policy templates

4 templates

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Collections ProcedureBad Debt Write-Off RequestCredit Application FormCredit Policy
FormatDocumentDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length8 pages7 pages8 pages8 pages
StyleMinimalCorporateCorporateCorporate

Writing a credit policy that gets read

Credit and collections policy. That is the job of the 4 templates on this page, and each one takes a different angle on it.

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Compare Collections Procedure, Bad Debt Write-Off Request, and Credit Application Form, all 7 to 8 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is the best credit policy template to begin from?

Start with Collections Procedure: Eight pages that set a day-by-day chase for overdue accounts, with scripts, escalation and stop-supply rules. If that is not the right fit, compare it with Bad Debt Write-Off Request.

How long is a credit policy?

The templates here are 7 to 8 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for a credit policy?

Yes. These credit policy templates work in Google Docs and Microsoft Word. All 4 templates are free, with no account or email needed.

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