Credit Reference

Date:

Dear ________________:

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.

Best regards,

_____________
Signer

Credit Reference
Review List

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.