Extend an Invitation to Open an Account • Letter Templates and Guides

How to write this letter:

1Inform the prospect of what your business has to offer, or offer the prospect a sincere compliment.
2Extend the invitation to open an account.
3Provide details concerning the terms of the account.
4Express anticipation of the reader's acceptance and your desire for future association.


A simple, friendly letter inviting a cash customer with a good credit rating to open a charge account may result in an increase in sales and a profit on accrued interest. The letter should communicate how easy and beneficial it is to open such an account.

Example Letter #1


We all need a little more financial flexibility during the holidays, so Doe Mart is pleased to extend an immediate $2,000 credit line to you for all your Christmas shopping. To activate your new account, simply fill out the application card at any cash register on your next visit. It's that simple. Your account is interest-free until May 1. The Annual Percentage Rate thereafter is a low 15%.

Example Letter #2


We received your first order this morning and want to thank you for choosing Doe Lumber. Because your order was so large and because you have an exemplary credit history, we would like to make your purchases easier by inviting you to open a charge account with us.

Our credit terms are reasonable, featuring a 7.9% Annual Percentage Rate and 10% off your first credit purchase. Just complete the enclosed application form and return it with your next order.

Many are finding this credit option very useful. It is our way of serving your needs better. We look forward to hearing from you soon.

Example Letter #3


Your credit record qualifies you to receive a Doe Gold Card, which offers you no annual fee and a low interest rate of 10%. Simply sign the acceptance firm to confirm your $2,000 line of credit. We will send your Doe's Gold Card immediately. We look forward to serving you.

Write Your Letter Step-by-Step


Inform the prospect of what your business has to offer, or offer the prospect a sincere compliment.

Example Sentences for Step 1

Example Phrases for Step 1