Skip to main content
Extending Credit to Client Application Concepts
What's Included
$19 Template
$89 Pack
$199 Pro
This single static template
90 contract template library
Starter proposal template library
Novice quoting software
340 contract templates
700 proposal layouts
200 completed sample proposals
110 project templates
Expert quoting software
Document branding features

How to write your Extending Credit to Client Application

We include this 3 page template with Contractors Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

Use the Extending Credit to Client Application if you are considering extending credit to a client. Use this application form for gathering information from the client.
Document Length: 3 Pages
Quote Logo What Our Clients Say

Without you guys I would have lost countless site agreements."

Andy Tilley
Antrim Computer Services

1. Get Contractors Contract Pack or the single template that includes this business contract document.

We include this Extending Credit to Client Application in editable Word format that can be customized using your office software.

2. Download and install after ordering.

Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.

3. Customize the contract template with your information.

You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.

Extending Credit to Client Application

How to write my Extending Credit to Client Application document

Date: Account Manager

Credit Limit Requested:

Name of Business

Telephone: Fax:

If billing address is not the same as above. Ownership Individual: Y/N Partnership: Y/N Corporation: Y/N. Name(s) of Corporate Officers, Owners or Partners.

Job title of signator, authorized signature or signer.

Date Incorporated: Duns #:

SIC#: # of Years in Business:

If you are requiring Tax-Exempt Status, please attach appropriate documentation.

Tax Exempt #: State:

Accounts Payable

Name: Telephone:

Will a purchase order be required: Y/N. Please list names of individuals, agents or employees authorized to order, receive or pick up products and materials. Job title of signator, authorized signature or signer.

Trade References:

Banking Information:

Type of Account: Savings: Y/N Checking: Y/N Credit: Y/N.

Institution Name: Account #:

Address: Contact:

City: Job title of signator, authorized signature or signer.

State, Postal: Telephone:

I, the undersigned, do hereby attest to the financial responsibility, ability and willingness to pay our invoices in a timely manner and in accordance with the Net terms circled below. I understand that a 1.5% per month late charge may be applied to any outstanding or overdue balance owed Company Name. Signature: Job title of signator, authorized signature or signer.

For all new customers or new orders, all balances must be prepaid in full. For orders made subject to a credit application, please allow for 3 - 5 business days for processing and review. All credit terms offered are subject to a verification of the application information and the customer's credit history and references. All customers will be subject to any taxes, tariffs or other levies imposed upon goods and services as required by State or Federal law unless proper resale or exemption documentation is presented to the Company.

Assigned Customer Account Number:

Assigned By signator, authorized signature or signer


Account Payment Terms: (Circle One) COD / Net 30 Days / Net 60 Days / Net 90 Days.

Account Representative Assigned to Customer : Phone Number:

Department or Group Number:

The complete Extending Credit to Client Application - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Extending Credit to Client Application
Product name:
Extending Credit to Client Application
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit Reviews Logo4.7 stars, based on 839 reviews
Alternate documents are those which may be used instead of this document depending on your situation. Alternate documents may be better suited for projects of different sizes, more specialized projects, and variations on rights.

Alternate Documents:
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

Related Documents:

Key Takeaways

  • The Extending Credit to Client Application is available as a ready-to-edit template.
  • The Contract Packs and Professional Bundle include many related agreements and documents.
  • You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
  • You can also create business proposals and integrate your contracts using the Professional Bundle.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
Proposal Kit LogoPublished by Proposal Kit, Inc.


Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the Extending Credit to Client Application template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.

© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.