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: |
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Contact Email: |
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Contact Number: |
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Address: |
2. Invoice Details
Question |
Please Select/Provide Detail |
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Have you received the final invoice? |
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Invoice Number: |
[Invoice Number] |
Are there any discrepancies in the invoice? |
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If yes, please specify: |
[Specify Discrepancies] |
Is the listed contact information correct on the invoice? |
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3. Payment Method Preference
Question |
Please Select |
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Preferred payment method: |
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If Bank Transfer, is your bank account information up-to-date? |
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If Credit Card, are you authorizing automatic payments? |
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If Cheque, do you require a mailing address? |
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For Online Payment, which platform do you prefer? |
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4. Settlement Agreement
Question |
Please Select/Provide Detail |
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Do you agree to the total amount due as stated on the invoice? |
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If disputing, specify the amount you believe to be correct: |
$ [Amount] |
Do you require a payment plan? |
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If yes, what payment interval is preferred? (Monthly, Quarterly) |
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Date by which you can make the first payment: |
5. Feedback on Service
Question |
Please Select / Provide Detail |
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Overall, how satisfied are you with the services provided? |
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Were there any issues with the service delivery? |
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If yes, please describe: |
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How likely are you to use our services again? |
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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].