Create your new Customer Application Form instantly!
Download the template and enter your logo & business’ details.
Print the form or email it to your customer to print.
Arrange for the customer to sign their application form, online or by hand, and return it to you.
Put your new Customer Application Form in black & white instantly. It's simple, download our Account Application Form template and insert your own logo.
You can use this simple one-page form for:
- customers to provide the key business information you need to assess their credit application
- signing-up new customers, and requiring them to accept your terms & conditions (which you can attach).
It's all made simple with Legal Zebra. We take out the road-blocks from your business documents. So, you can on-board new customers quickly, get on with making money and avoid the hassle of paperwork.
With Legal Zebra, there's no legal mumbo jumbo... it's all in black and white. The Account Application form is clear and simple, all on one page to make it easy for your customers to sign up.
Because we help you create a personalised, legally binding Form (when used together with terms and conditions), in most cases, you won't need to visit a lawyer. This saves time and money and gives you peace of mind.
Want to change something in the document? No problem. You can make as many changes as you need to get your Application Form right for your business. The Microsoft Word version is fully editable and you can insert your own logo.
The template we use to generate your customised Legal Form is up to date and effective throughout Australia.
CUSTOMER REVIEWS
Very user friendly.
This form is so easy. I like how it covers the key things you need to get from a customer without all the other fuss that could turn off potential new accounts. Thanks.
Great template - I have uploaded your new customer template and found it very good.i wasn't able to insert our logo or mske any changes.that would have been very useful
Legal Zebra Application for Trading Account is simple to use and easy to understand, Thank you !
LEARN
Our business needs a document for new customers to sign. We want something that's not going to overwhelm them. And, just captures the key details we need to make sure we are legally protected.
We want a form for our customers to fill in with their details. We will use these to check whether they are properly registered and have a good traiding record, before we deal with them. We also want to call some of their referees to check their trading history.
We want a one page account application form for our customers to sign, saying they will accept our attached terms and conditions of trade.
SPECIAL OFFER
CHECKLIST
Legal Zebra's Australian Account Application Form Template covers these important provisions...
Get your customer to tell you whether it trades as a Company, Partnership or Sole Trader.
Ask your new customer for up to 3 trading references so you can check their credit history. Are they kosher?
Get your customer to sign the Account Application Form to confirm they accept your attached Terms & Conditions.
Easily upload/insert your logo for a professional, customised Account Application Form that looks like it was designed specially for your business.
Easy to follow tips and examples to help new customers to complete your Account Application Form with confidence.
SPECIAL OFFER
LEARN
An application form for a trading account with a business is used to qualify and sign up a potential new customer.
The form contains the customer's details and will also usually include space for the customer to provide references about their credit history. Finally, it should include a spot for the customer to sign to say they accept any terms and conditions or trading agreements.
If you are taking on a new customer and giving credit, you should ask them to sign an Account Application Form. It will help you to confirm and check the customer's details and trading references.
You can also use an Account Application Form to get your new customers to accept your terms and conditions of trade, so you get the contract in writing and secure your right toget paid.
Legal Zebra's Application Form - For A Trading Account can be used for most small and medium sized businesses who offer credit.
You can use Legal Zebra's downloadable Template to put a basic legally binding Account Application Form in place, instantly.
The Legal Zebra Template is up to date and suitable for use in all States and Territories of Australia including NSW, VIC, ACT, WA, SA, NT, Tasmania and Queensland. Many people outside Australia also use this document because it's so easy to use.
Legal Zebra's Application Form - For A Trading Account can be used for most small and medium sized businesses who offer credit.
You can use Legal Zebra's downloadable Template to put a basic legally binding Account Application Form in place, instantly.
The Legal Zebra Template is up to date and suitable for use in all States and Territories of Australia including NSW, VIC, ACT, WA, SA, NT, Tasmania and Queensland. Many people outside Australia also use this document because it's so easy to use.
SPECIAL OFFER
PRICING
Create your own document instantly.
Email or phone support.
Interactive PDF & Word Template.
Create your own document instantly.
Legal advice by email or phone.
Interactive PDF & Word Template.
Checked by a Lawyer before signing.
Lawyer prepares a customised document for you.
Legal advice by email, phone or video.
Interactive PDF & Word Template.
Checked by a Lawyer before and after signing.
Special clauses.
WE'VE WORKED WITH
This Account Application Form Template is very easy to fill-in and understand. Therefore, generally, you can put your document in black & white without the help of a lawyer. However, pick up the phone if you want help. I'm approachable. 🤝
I offer professional services, where you need assistance. For example, I can help you:
I have many years of experience advising on these sorts of matters and crafting customer agreements for clients.
We expect you'll be happy with Legal Zebra's Account Application Form. It's easy to use (clear and concise, without any legal mumbo jumbo) and suits most Australian businesses.
However, if the Template is not right for you then simply email me to claim a 100% money back refund at any time within 60 days of the date of your purchase.
When you develop an Account Application Form for your business, it's a good time to consider these other related documents for customer agreements:
Get the Applicant's name, Australian Business Number (ABN) or Australian Company Number, street address and email address.