Understanding the process

How to Get Everything in Writing

Building a clear written record of every agreement and confirmation.

What you'll do

  • Understand why a written record protects you
  • Know what to ask to have confirmed in writing
  • Follow the steps to request written confirmation
  • Organise and keep your records safely
  • Use your records if a question arises later

4 min

Why writing helps

A written record creates clarity for everyone. If you agree a payment plan, settle an account, or raise a dispute, having it in writing means there is no doubt later about what was agreed.

Getting it in writing

These steps build a clear record.

  1. Ask for confirmation. After any call or agreement, ask us to confirm the details in writing.
  2. Use written channels. Where you can, correspond by email or our contact form so there is a trail.
  3. Quote your reference number. Include it on everything so messages are matched to your account.
  4. Save every message. Keep what you send and what you receive in one place.

Using your records

If a question ever arises, your records make it simple to resolve. Keep confirmations of payment plans, settlements and disputes together, so you can refer back to them easily if you need to.

Good to know

  • A written record removes doubt about what was agreed
  • Ask for written confirmation after any call or agreement
  • Keep everything together and quote your reference number

FAQ

Can I get confirmation of an agreement in writing?

Yes. After any agreement or call, ask us to confirm the details in writing and keep that confirmation with your records.

Should I keep copies of everything?

Yes. Save what you send and receive, including receipts and confirmations, so you can refer back if a question arises.

What should I include on my messages?

Always include your reference number so your message is matched to the correct account, and keep your wording clear and brief.

Still not sure? Our team is happy to talk it through.