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Jun26
How to Create Easy Credit Forms
Here are four reasons why your forms should be simple and easy to understand:
  1. "Plain English" is good for customer relations.
  2. Customers expect and need to understand what you have to say.
  3. Customers need to understand their obligations.
  4. "Plain English" and easy-to-understand forms can save you money.
Your forms and notices should:
  • contain everything you want your customer to know about your credit policy.
  • limit content to what is essential to protect your company's interest.
  • say everything the law requires, in the manner the law requires.
  • be simple and easy to understand as well as clear and organized.
  • be neat and easy to read.
You should eliminate unnecessary words, and keep sentences and paragraphs short.  Using lists and examples helps the customer to understand better.
Your "forms" should also be simple and easy to understand, remember your audience!
Your "Forms" checklist:
  • Does your form contain everything you want your customer to know about your credit arrangements?
  • Is the document's content limited to protect your company's interest?
  • Does your form say everything the law requires_ in the manner the law requires?
  • Are your ideas organized logically so that necessary information is easy to find?
  • Does your layout help the reader follow your organization?
  • Is the type size easy to read?
  • Are there white spaces?
  • Did you edit and/or spell check your forms?

How to Get Your Customers to Pay, Fast, Easy, Effective Letters by Michelle Dunn

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