A credit account request form which allows customers to open a credit account with a supplier, capturing all relevant details. 

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on supplier and account management:

• Purchasing and Supplier Management
• ISO 9001 Clause 8.4 - Control of External Providers
• The Process Approach

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Download this form template with your company name and logo already added!
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How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers quality management, so the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help setting up your account and purchasing paperwork, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Credit Account Request Form Template

A credit account request form for a customer to apply for a trade credit account. It gathers the company details, accounts payable contacts, the credit required and trade references, with an office section to record the credit check and the limit set. It gives you a consistent, professional application in one place.

Opening credit accounts on a consistent, documented basis is good commercial practice and fits neatly into a quality management system as a controlled process. This form gives you the information you need to make a credit decision and a tidy record of it.

Built for a Consistent Credit Decision

The form captures what you need to consider a credit account application:

• Company name, address and registration details
• Accounts payable contact and the credit required each month
• Two trade references with contact details
• An office section for the credit check and the limit set

What's Included in this Credit Account Request Form

The form is set out so an application can be completed and assessed in one place:

• Company details - name, address, registered address and registration number
• Accounts contact - accounts payable contact, phone, email and anticipated monthly credit
• Trade references - organisation, address and contact for two references
• For office use - assessed by, date, whether a credit check is required, and the credit limit

Who Needs a Credit Account Request Form?

Any organisation that offers trade credit to customers needs a consistent way to gather the details and references behind a credit decision. It suits any business managing accounts and purchasing as controlled processes within a quality management system.