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].