Financial Matters
Every business is set up with the fundamental aim of making profit. In order to do this, proper handling of financial matters is of utmost important, for mishandling will certainly result in the collapse of the business.
Making payments, collecting debts, sending invoices, etc. are all part of the process of managing the finances of business. Then there are banking needs like paying in and withdrawing money, getting an overdraft etc. To get these things done quickly and efficiently we routinely use ready-made forms, cheques, receipts, pay-in-slips, etc. However not all things can be done with ready-made forms, etc. We still need to write letters.
The following are some sample letters written for various situations. Some of them are standard letters that are used so frequently that the contents may be stored in a computer and reproduced whenever necessary. The only things that need to be typed in are the name of the person, address, date and some relevant information.
The others letters are for not-so-frequent situations that you might encounter.
Free Financial Letters Sample Below :
- Sending a statement of account and asking for payment
- Disputing Statement of Account
- Sending payment
- Notifying recipient of overdue bills
- Reminding recipient of overdue bills
- Sending second and final reminder for overdue bills
- Correcting error in statement
- Sending receipt
- Asking lawyer to collect overdue amount
- Asking lawyer to proceed with legal action
- Asking for more time to settle an account
- Complaining of bad cheques and asking for bank draft as replacement
- Enquiry about discount rate
- Reply to enquiry about discount rate – example 1
- Reply to enquiry about discount rate – example 2
- Asking for more discount
- Giving more discount
- Refusing to give more discount
- Credit enquiry
- A favorable credit reference
- An unfavorable credit reference
- Giving credit
- Refusing to give credit – example 1
- Refusing to give credit – example 2
- Notifying customer about exceeding of credit limit
- Withholding order until debt is reduced
- Sending payment to reduce debt
- Withdrawing credit
- Sending post-dated checks as payment and pleading for continuation of credit
- Allowing continuation of credit
- Request for higher credit limit
- Opening a current account
- Request for a new check book
- Stopping payment of a check
- Stopping payment of lost check
- Informing bank of lost blank checks
- Informing bank of stolen blank checks
- Informing bank of change of signatures
- Instructing bank to pay standing order
- Error in bank statement
- Omission in bank statement
- Sending corrected statement
- Request for an overdraft
- Offering overdraft facility
- Refusing to provide overdraft facility
- Asking bank for advice on investment
- Giving suggestion for investment
- Instructing bank to make investment
- Loan enquiry
- Reply to loan enquiry
- Applying for a loan
- Approving a loan
- Refusing a loan
- Reminder for late payment of loan
- Leasing equipment
- Advice of an overdrawn amount
- Reply to advice of an overdrawn account
- Disallowing rebate