Getting Started with Tallyfy - Quick Start Guide
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Finance document workflow for Tallyfy
Document credit approvals so everyone stays aligned
When a customer requests credit terms, everyone needs to know what was agreed. This document template captures credit limits, payment terms, and conditions so both finance and sales have the same understanding.
2 fields
Run this document in Tallyfy
1
Import this template into Tallyfy and enter customer name and date in the kickoff form fields 2
Use Tallyfy to generate the credit letter document with consistent formatting and terms 3
Share completed credit letters with finance and sales teams through Tallyfy's visibility settings Document content
approval-of-credit-letter.pdf
Document Template
Approval of Credit Letter
By Tallyfy Samples Library
Overview
Use this template when a customer requests credit terms. It documents the credit limit, payment terms, and any conditions attached to the approval. Keep a signed copy for your records. Make sure finance and sales both have visibility into approved credit arrangements.
Related topics
Banking Approval
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