COLLECTIONS TEMPLATES

1 / Statement
2 / 60 Day Letter
3 / 90 Day Letter
4 / Payment Arrangement


<STATEMENT>

<BUSINESS NAME>

<Postal Address Line 1>
<Postal Address Line 2>

Telephone: <number> Facsimile: <number> Email: ebsite:
ABN:<00 111 222 333

Statement for <MONTH & YEAR>

ACCOUNT:<Client Name>

ACCOUNT NO:<Client Number (if applicable)>
DATE / TYPE / FEE SERIES / DEBIT / CREDIT / BALANCE
##/##/#### / Fee / #### / $0.00 / $0.00

Show all outstanding invoices and any payments that have been applied to them>

RETAIN THIS PORTION FOR YOUR RECORDS. MAIL REMITTANCE ADVICE WITH PAYMENT

------

REMITTANCE ADVICE
3 MONTHS & OVER / 2 MONTHS / 1 MONTH / CURRENT / AMOUNT DUE
$0.00 / $0.00 / $0.00 / $0.00 / $0.00

Showthe splitof the outstanding invoices according to how long they remain unpaid

How to Pay<add or delete as necessary>
Direct deposit to our bank account
BSB: ###### A/c: ######. Please quote account name.
Cheque/Cash
Please detach this section and return with your cheque payable to “<Business Name>", or pay cash in person.
Credit Card
Please call <contact person> at our office and have your card and invoice ready. Alternatively, detach this section and return with your credit card details completed.
Fee Funding
For fees over $500, we can offer you a payment arrangement service if required. Please call <contact person> at our office to take advantage of this service. / ACCOUNT NAME:CLIENT NAME>
ACCOUNT NO:#####
Cheque enclosed
Or debit my:
MasterCard Visa
Expiry Date: /
Name on Card:______
Amount ($):______
Signature:______

THIS STATEMENT IS AS AT THE END OF THE MONTH.

ANY PAYMENTSRECEIVED AFTER THIS DATE WILL BE CREDITED ON NEXT MONTH’S STATEMENT.

<60 DAY LETTER>

Our Ref:

22 October 2018

<Insert client’saddress details here

Dear <client name>

outstanding account

We are writing to you about your outstanding fees to the firm of <$0.00, some or all of which is 60 days overdue.

We kindly request that you make payment immediately using any of the methods outlined on the attached Statement. We also offer payment arrangements if you are unable to pay our account in full at this time.

Should you be interested in setting up a payment arrangement or have any queries regarding this correspondence, please contact <contact person> of our office either by telephone or email at .

Yours faithfully,

Insert name here>

Encl. (enclose the Statement)

<90 DAY LETTER>

Our Ref:

22 October 2018

<Insert client’saddress details here

Dear <client name>

INTENTION TO COMMENCE DEBT RECOVERY PROCEEDINGS

Despite repeated requests to you for payment of your outstanding fees to this firm of <$0.00, you have failed to make payment.

Regrettably, we notify you that unless we receive payment in full by <date> legal proceedings will be initiated against you without further notice. Such action may result in further legal costs being incurred by you.

Should you have any queries regarding this correspondence, please contact <contact person> of our office either by telephone or email at .

Yours faithfully,

Insert name here>

Encl. (enclose the Statement)

PAYMENT ARRANGEMENT

Our Ref:

22 October 2018

Insert client’s address details here>

Dear <client name>

PAYMENT ARRANGEMENT

As discussed, we have put in place an arrangement for you to pay your outstanding fees. The dates and amounts that we have agreed to are outlined in the attached schedule.

Please sign and return the attached copy of the schedule to acknowledge your understanding and acceptance of the arrangement. Please retain the scheduled marked “Client Copy” as your reference for when payments are due.

We trust that you will honour this arrangement and make the required payments on time. We recommend that you set up a standing order or periodical payment with your bank to ensure that the payments happen automatically.

Should you have any queries regarding this correspondence, please contact <contact person> of our office either by telephone or email at .

Yours faithfully,

Insert name here>

Encl. (enclose the Payment Arrangement Schedule, a template for which is housed in the Tools & Templates section of Pillar 1)