Worksheet

Credit limit and bill hold sheet

One page in four parts: the top holds buyer, overall ceiling and payment terms, and next come the sites, each with its sub-limit and foreman contact. The ageing buckets follow with the action attached to each, and the last part logs every hold with its reason, releaser and date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Credit control for distributors: limits by buyer, site and salesman”, www.gullysystem.com/blog/credit-control-for-distributors-limits-by-buyer-site-and-salesman