When it comes to most things in Credit, you will find that clear and simple always works best.
Starting with your New Account Application Form to your letter heads for correspondence, your delivery notes or service documentation to your invoices and statements, you should have consistency of branding, colours, styles and designs.
You should always ask the simple question: what audience is this aimed at and what do I want to achieve from it.
New Account Application Form
Letter Head
Invoice
Audience
Purpose
Credit Note
Audience
Purpose
Statement
Audience
Purpose
Take this simple lesson to review your paperwork to make sure it is consistently branded, serves the target audience and more importantly has the desired results in your business.
Starting with your New Account Application Form to your letter heads for correspondence, your delivery notes or service documentation to your invoices and statements, you should have consistency of branding, colours, styles and designs.
You should always ask the simple question: what audience is this aimed at and what do I want to achieve from it.
New Account Application Form
- Audience: Owner, Buyer, Senior Manager
- To get sufficient information from the customer to make an informed credit decision.
- To find out exactly how this customer wants to be served.
- It is the legal document that starts the business relationship.
- To deliver a professional image of your business to the customer.
Letter Head
- Audience: everyone who receives correspondence from the company
- To communicate the companies image
- There are a number of legal requirements from a letterhead
Invoice
Audience
- The person in the accounts department
- The person who has to approve the payment
Purpose
- To get paid in full and on time
- Make sure it is timely, accurate, complete and understandable
Credit Note
Audience
- The person in the accounts department
- The person who has to approve the payment
Purpose
- To correct an error on a previous invoice or invoices
- Make sure it is cross referenced to specific invoices
Statement
Audience
- The person in the accounts department
Purpose
- To enable your customer reconcile the account
- To make payment in a timely manner
Take this simple lesson to review your paperwork to make sure it is consistently branded, serves the target audience and more importantly has the desired results in your business.