Accounts Settlement Questionnaire

Accounts Settlement Questionnaire

[Your Name], [Your Company Name]

This questionnaire is designed to gather essential information to facilitate the settlement of your account. Please answer the following questions accurately and thoroughly. Your responses are crucial in ensuring a smooth and efficient settlement process. Note that all information gathered will remain confidential and will only be used for the purpose stated above. We greatly appreciate your time and contributions.

1. General Information

Full Name:

[Your Name]

Account Number:

Contact Email:

Contact Number:

Address:

2. Invoice Details

Question

Please Select/Provide Detail

Have you received the final invoice?

  • Yes

  • No

Invoice Number:

[Invoice Number]

Are there any discrepancies in the invoice?

  • Yes

  • No

If yes, please specify:

[Specify Discrepancies]

Is the listed contact information correct on the invoice?

  • Yes

  • No

  • Needs Correction

3. Payment Method Preference

Question

Please Select

Preferred payment method:

  • Bank Transfer

  • Credit Card

  • Cheque

  • Online Payment

If Bank Transfer, is your bank account information up-to-date?

  • Yes

  • No

  • Update Required

If Credit Card, are you authorizing automatic payments?

  • Yes

  • No

If Cheque, do you require a mailing address?

  • Yes

  • No

For Online Payment, which platform do you prefer?

  • PayPal

  • Stripe

  • Other (Please specify)

4. Settlement Agreement

Question

Please Select/Provide Detail

Do you agree to the total amount due as stated on the invoice?

  • Yes

  • No

  • Dispute

If disputing, specify the amount you believe to be correct:

$ [Amount]

Do you require a payment plan?

  • Yes

  • No

If yes, what payment interval is preferred? (Monthly, Quarterly)

Date by which you can make the first payment:

5. Feedback on Service

Question

Please Select / Provide Detail

Overall, how satisfied are you with the services provided?

  • Very Satisfied

  • Satisfied

  • Neutral

  • Unsatisfied

  • Very Unsatisfied

Were there any issues with the service delivery?

  • Yes

  • No

If yes, please describe:

How likely are you to use our services again?

  • Very Likely

  • Likely

  • Unsure

  • Unlikely

  • Very Unlikely

Any suggestions for improving our service or settlement process?

Thank you for taking the time to complete the Accounts Settlement Questionnaire. Your feedback is invaluable to us. Please submit your responses to ensure a prompt and effective settlement of your account with [Your Company Name].

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