Forms, letters, checklists, and sample procedures for all aspects of credit and collection management.
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- Successful Credit Management
- Typical Duties of the Corporate Credit Manager
- Typical Corporate Credit Policies
- Developing a Credit Manual
- Topics to Be Incluced in the Credit Manual
- Credit Department Workload
- Typical Daily Duties of the Credit Department
- Minimizing Lost Business
- List of Credit-Related Reasons for Lost Business
- Controlling Overextension of Credit
- In-house Causes for Overextending Open Account Credit Terms
- Tackling the Causes of Overdue Payments
- In-house Causes for Delayed Payments
- Categorizing Accounts
- Describing Each Type of Account
- The Computer System - The Credit Department's Friend
- Typical Functions of a Credit Software
- Automated Credit Information Systems
- Computerized Credit Decisions
- Credit Decisions Flow Chart
- Order Processing Computerized Credit Decisions
- Computerized Credit Decision Table
- Processing New Accounts
- Improving Credit Investigation Techniques
- Typical Information Gathering for Credit Investigations
- Answering New Account Requests
- Combined Credit Application and Guaranty
- Obtaining Insurance Information
- Insurance Information Questionnaire
- Simplified Credit Application
- Commercial Credit Application (Front)
- Commercial Credit Application (Back)
- Dealer Type Credit Application
- D&B (Dun & Bradstreet Report
- Financial Information Statement (Front)
- Financial Information Statement (Back)
- Requesting Updated Financial Statements, Poor Results Reported
- Handling Retail Credit Card Request
- Reply to Corporate Credit Card Request
- Credit Card Application
- Alternate Credit Card Application
- Banking Information Request
- Bank Reference Check
- Request for Banking Information Form
- Effective Telephone Techniques to Secure Bank Information
- Using a Salesperson Credit Contact Report for Data
- Salesperson Credit Contact Report
- Welcoming the Potential Customer
- Welcoming New Customer-Advice of First Order
- New Account Processing-Reminder of Credit Terms
- New Account Processing-Reference Requested
- New Account Processing-Explanation of Credit Limit
- New Account Processing--Open Account Terms Rejected
- Solving New Account Problems
- Credit Refused--Open Account Possible in the Future
- Refusing to Offer Extended Terms to a New Account
- Limited Open Account Credit-Partial Shipment Suggested
- No Credit Information Available-Cash Terms Required
- Credit Rating Poor-COD Recommended
- Missing Credit Information-Alternatives Suggested
- Adverse Credit Report--COD Requested
- Incomplete Information-Memo to Sales Representative
- Communication Breakdown-Memo to Sales
- No Response from Customer-Second Request
- Order Released and Shipped-Additional Information Requested
- Requesting More Data from a Reference
- Using a Credit Report
- Export Credit Guarantees Program
- Resolving Special Situations
- Promissory Note-Payable in Installments
- The Apology Letter
- Promissory Notes and Personal Guaranties
- Addressing Missed Payments on a Note
- Completed Trade Acceptance
- Memo to Sales Explaining a Credit Hold
- Low Credit-Guaranty Requested
- Individual Personal Guaranty
- Blanket Individual Personal Guaranty
- Limited Creditworthiness-Joint Guaranty Requested
- Threat to Notify Guarantor of Delinquency
- Joint Personal Guaranty
- Blanket Joint Personal Guaranty
- Personal Guaranty Withdrawn-Notice Sent That Credit
- Line Is to Be Reduced or Withdrawn
- Financing Statement-The UCC-l
- Financing Statement-The UCC in California
- Request for Information on Assignments or Liens-UCC-ll
- Confirmation Request Using Business Reply Envelopes
- Accounts Receivable Confirmation Request
- Request for Invitation for a Credit Visit
- Requesting Financial Statements
- Application and Agreement for Establishing an Irrevocable Letter of Credit
- Prepayment Considerations
- Consignment Considerations
- Former Employee Loan Collection
- Collection Letters That Collect
- Collecting on Small, Skipped Invoices
- Establishing a Dialogue with a Delinquent Customer
- Collection Letter-First Sale to New Account Gone Past Due
- Request for Financial Statements
- Past-Due Account-Alternate First Request 1
- Past-Due Account-Alternate First Request 2
- Past-Due Account-Alternate First Request 3
- Past-Due Account-Alternate First Request 4
- Past-Due Account-Alternate First Request 5
- Past-Due Account-Alternate First Request 6
- Past-Due Account-Alternate First Request 7
- Past-Due Account-Alternate First Request 8
- Past-Due Account-Alternate First Request 9
- Past-Due Account-Alternate First Request 10
- Past-Due Account-Alternate First Request 11
- Past-Due Account-Alternate First Request 12
- Past-Due Account-Alternate First Request 13
- Past-Due Account-Alternate First Request-Mailgram
- Account-Alternate First Request-Past Due with Missed Discount
- Alternate First Request-Reminder of Credit Terms
- Past-Due Account-Alternate Second Request 1
- Past-Due Account-Alternate Second Request 2
- Past-Due Account-Alternate Second Request 3
- Past-Due Account-Alternate Second Request 4
- Past-Due Account-Alternate Second Request 5
- Past-Due Account-Alternate Second Request 6
- Past-Due Account-Alternate Second Request 7
- Past-Due Account-Alternate Second Request 8
- Past-Due Account-Alternate Second Request 9
- Past-Due Account-Alternate Second Request 10
- Past-Due Account-Alternate Second Request 11
- Past-Due Account-Alternate Second Request 12
- Past-Due Account-Alternate Second Request 13
- Past-Due Account-Alternate Second Request 14
- Past-Due Account-Alternate Second Request 15
- Past-Due Account-Alternate Second Request 16
- Past-Due Account-Alternate Second Request 17
- Past-Due Account-Alternate Second Request-Mailgram
- Past-Due Account-Alternate Second Request-Telex
- Past-Due Account-Alternate Third Request 1
- Past-Due Account-Alternate Third Request 2
- Past-Due Account-Alternate Third Request 3
- Past-Due Account-Alternate Third Request 4
- Past-Due Account-Alternate Third Request 5
- Past-Due Account-Alternate Third Request 6
- Past-Due Account-Alternate Third Request 7
- Past-Due Account-Alternate Third Request 8
- Past-Due Account-Alternate Third Request 9
- Past-Due Account-Alternate Third Request 10
- Past-Due Account-Alternate Third Request 11
- Past-Due Account-Alternate Third Request 12
- Past-Due Account-Alternate Third Request 13
- Past-Due Account-Alternate Third Request 14
- Past-Due Account-Alternate Third Request-Mailgram
- Delinquent Account-Alternate Final Demand 1
- Delinquent Account-Alternate Final Demand 2
- Delinquent Account-Alternate Final Demand 3
- Delinquent Account-Alternate Final Demand 4
- Delinquent Account-Alternate Final Demand 5
- Letter to Be Sent before Placing with an Attorney
- Other Effective Credit Letters
- Collection Communication Checklist
- Explanation of Incorrect Credit Deduction
- Declining a Request for Credit Limit Increase-Increase Is Unnecessary
- Partial Payment Received-No Explanation
- Refusal to Increase Credit
- Moratorium Denied, Partial Payment Requested
- Moratorium on Payment Denied, Partial Payment Requested
- Delinquent Account-Installment Payment Plan Approved
- Long Installment Plan Rejected
- Letter to Attorney Turning Over an Account
- Letter Rejecting a Settlement Offer
- Follow-Up Letter to an Attorney
- Counterclaim Denied-Attorney Letter
- Information Letter to a Credit Guarantor
- NSF Check Put in for Second Presentment
- NSF Check Put in for Bank Collection
- NSF Check Handling
- How to Handle Two NSF Checks
- Request for a Replacement Check
- Alternative Request for Replacement Check
- Letter Addressing a Series of Lost Checks
- Customer Inquiry-Proof of Delivery
- Restrictive Endorsements
- Customer Makes Frequent Request for Proof of Delivery
- Skipped Invoice-Old Invoice Overlooked
- Letter Appealing to Mutual Interest in Releasing an Order
- Clearing On-Account Payments
- Old Credit Balance-Suggest Ordering
- Approving a Request for a Monthly Statement
- Denying Request for End-of-Month Terms
- Customer Seeks to Reinterpret the Cash Discount Terms
- Letter Recommending Discounting to Slow Paying Account
- Unearned Discounts Disallowed
- Unjustified Discount Allowed
- Unearned Cash Discount-Disputed Invoice
- Second Letter Regarding Unearned Cash Discounts Taken
- Accepting an Unearned Cash Discount
- Requesting an Explanation for a Decision Not to Discount
- Extended Terms Rescinded
- Order Received Prior to Receipt of Credit Application
- Unacceptable Purchase Order Terms
- New Order Approved for Marginal Account
- Written Warning to an Irregular Paying Account
- Order Shipped Despite Arrears
- Order Held Pending Settlement
- No Commitment Received-Involuntary Bankruptcy Filing Contemplated
- Questions to Ask before Hiring a Professional to Represent the Unsecured Creditor's Committee
- Confirmation of Verbal Commitment
- Reminder of Promise Possibly Broken
- Prior Problem Account Seeks Open Account Terms
- New Account Opened-Some Restrictions Applied
- Poor History Account-Try COD Terms
- Foreign Account Needs Open Account Terms
- Request to Reopen an Account--Old Item Must Be Settled First
- Inactive Account Seeks to Reestablish Open Account
- Poor History Account-Alternative Suggested
- Poor Risk Account-Alternative Sought to Minimize Credit Risk
- COD Customer Switched to Open Account Terms
- Marginal Account Requests Terms Be Reestablished
- Denying a Request for Larger Credit Limit
- Collection Letters for Credit Cards
- Delinquent Corporate Credit Card Accounts
- Reviewing a Request for Larger Credit Limit
- Negative Credit Decision Communicated-Customer Misunderstood
- How to Respond to a "We Have Cash Flow Problems" Letter
- Managing Slow Paying Accounts
- Suggestion to Establish a Different Type of Business Relationship
- Automated Notice of Partial Payment
- Past-Due Notice Card Inserts
- Past-Due Account-Alternative Card Method
- Form Collection Letters
- Past-Due Account Statement Labels
- Humorous Past-Due Account Statement Labels
- Application for Commercial Credit
- Automated Past-Due Statements
- Automated Second Past-Due Notice
- Computer-Generated Statement with Aging Analysis
- Computerized Past-Due Notices
- Automated Past-Due Notice with Built-In Envelope
- Debtor-Creditor Life Insurance
- Collection Agency Services
- Collection Agency Benefits
- Choosing a Collection Agency
- Checklist for Qualifying a Collection Agency
- Legal Matters and Bankruptcy
- Libel Considerations in Credit Correspondence
- How to Respond to Credit Inquiries
- Debt Recovery by Lawsuit
- Debt Recovery by Lawsuit-General Civil Procedures
- Motions for Summary Judgment
- Example of a Scenario in Which a Motion for Summary Judgment May Be Filed
- Request for Preliminary Default Judgment
- Final Judgment Upon the Default of the Debtor
- Judgment Against Debtor
- Citation to Gamishee
- Interrogatories for Garnishee
- The Federal Equal Credit Opportunity Act Notice
- Truth in Lending Act
- Guide for Creditors' Committee Meetings in Bankruptcy
- Claim Against an Estate-Front
- Claim Against an Estate-Back
- Notice to Creditors Under Uniform Commercial Code- Bulk Transfers
- Typical Notice of Bulk Sale
- General Assignments
- Bankruptcy-General Procedures
- Chapter 11 Bankruptcy General Procedures
- Bankruptcy First Meeting Notice
- Bankruptcy Proof of Claim
- Bankruptcy Notice of Hearing
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