Worksheet

Trade account setup sheet

The sheet fits one page, in five blocks. Rates holds the basis, start date and approver. Credit holds the limit, terms and who may lift a hold. Sites holds the address, contact and authorised signers. Quotes holds the validity date and revision number. Statements holds the send day and the oldest unpaid invoice. Ten pilot accounts are listed down the side.

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 “How to set up trade accounts for electricians and contractors”, www.gullysystem.com/blog/how-to-set-up-trade-accounts-for-electricians-and-contractors