Sample letter

Request for a trade reference (sole name)

​Use this letter to request a reference from a trade referee. Put your business letterhead at the top of the letter.​ You can find information about how to use this letter in our fact sheet Credit control.
Create your letter by filling in your contact details, account number and any extra information you want to include in the grey shaded areas below. Today’s date will be added automatically. Download your letter to your computer for saving and printing by clicking on ‘Download pdf’ or ‘Download doc’ on the left. Sign each letter and enclose a copy of your budget if you need to. Keep a copy of all the letters you send.

25 November 2020

Dear Sir/Madam


I have received an application for a credit account from the above named company. Your name has been given as a referee. Therefore, I would be grateful if you could answer the following questions.

How long has the customer traded with you? ________________________________
What are your terms of payment? _______________ days
Does the customer generally pay within the time required? YES/NO
Would you consider the customer to be a good credit risk? YES/NO

Please add any other comments you feel are relevant below.

Once you have completed this form please return it in the envelope provided.

Thank you for your assistance.

Yours faithfully