How To Use
This review list is provided to inform you about the document in question and assist you in its preparation. Keeping a collection of good credit references is always a good idea. It is especially important in business situations. The best way to initiate one of these requests is when a vendor or supplier “wants” something from you. Then ask for it.
Keep a file of credit references for use when required. Follow-up by phone, not letter. Remember you are not dunning them. You are “asking” them. As a business, you should do this in an orderly manner at least once a year. When you review the reports, you will know whom to use.
As we discussed on the phone today, please send a credit reference to: ____________________________________________ and a copy to us.
For your reference:
Name on our account with you: _____________________
Our account number is: ___________________________
Please contact let me know if you have any questions or need any additional information.
Thank you for your prompt attention to this request.