Free credit application template
A clean, two-page commercial credit application you can print, put your logo on and hand to new accounts. Pick the general version or one made for your trade.
Free PDF, no email needed. A sample to adapt, not legal advice: have your attorney review the terms you add.
What is inside
The trade versions add the fields that trade asks about most, like authorized buyers or a contractor license.
01
BusinessLegal and trade name, EIN, entity type, years in business, address, and the accounts payable contact.
02
PrincipalThe owner or officer who signs.
03
Credit requestExpected monthly purchases, the line requested, purchase order and tax exempt status.
04
Bank and trade referencesOne bank and three suppliers who sell to the applicant on terms today.
05
Terms and authorizationA space for your terms of sale and the applicant's signature, with authorization to check references and credit.
06
Personal guaranteeA space for your guarantee text and a separate guarantor signature.
Before you use it
01
Add your name and logoThe header has a space for both, plus where applications should be returned.
02
Add your own termsYour payment terms, late charges and personal guarantee, written or reviewed by your attorney. The template leaves these blank on purpose.
03
Decide how references are checkedWith paper, someone on your team contacts each reference. Our free trade reference form helps.
Skip the paper
On Valtis Desk the applicant applies and signs on their phone, each trade reference gets a one-tap form by email, and you get the signed file when the last one answers.