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Home | Checklists Search 
Budgets Are Tight! Checklists
Checklists

Here you'll find a series of handy checklists designed to help you make sure you've "covered your bases" in many credit, collection, and accounts receivable procedures.

Collection Visit Etiquette
A Helpful Checklist for Beginners and Experienced Credit Pros Alike When Handling this Tough Task Visi . . . keep reading
A Nine-Step Checklist to Help You Create an Unclaimed Property Policy
State Audits of Corporate Receivables Are Rising Last week one of the busiest days on record for our Listserv was touched off when a member asked if keeping unused credits was illegal. A lit . . . keep reading
Checklist: Major Online Seller's Top Seven Risk Factors of Fraud For Web-based Orders
As Internet-based orders rise, so does fraud. Here are the seven risk factors you need to watch out for if you want your profits to keep track with your Web sales. Once you have a distribution . . . keep reading
Productivity Opportunity Checklist - How Productive Are You? Where Should You Improve?
Ever wonder how productive your credit department is or how you stack up against the best? And more importantly, where should you be working to improve? Here's a handy checklist that will help you . . . keep reading
Checklist: 11 Warning Signs that You May Need to Change Your Collection Strategy
One of the most useful features of attorney Robert Bernsteins' book "Get P.A.I.D., A Guide to Getting Paid Faster (and What to Do if You Don't)" is its checklists. A good example is contained in . . . keep reading
Checklist: Seven Steps to Take When Gathering & Maintaining Resale Certificates
Use this table to help you either audit your existing procedures for gathering and maintaining resale certificates or setting up a procedure from scratch. . . . keep reading
Use This 8-Point Checklist to Assess Risk When Checking Bank References
This checklist is designed to help you get the most out of your bank references. . . . keep reading
Checklist: 12 Ways to Avoid Taking Bad Checks
Follow these 12 procedures to avoid taking bad checks. . . . keep reading
13-Point Checklist For Your Deduction & Dispute Resolution Processes
Tackling deductions requires that you be thorough and systematic. Use this checklist to make sure you're covering all the bases in the most efficient manner. For details on each of these processes, . . . keep reading
Checklist: 16 Signs You Should Place an Account For Collection
It is critical to know when to place an account for collection. The more of the following statements that are true, the more appropriate it is to place an account for collection immediately: . . . keep reading
Checklist to Create a Credit Policy Manual
A credit policy manual is extremely important for a well run credit department; a great way to make sure everyone - both inside and outside of credit knows what's expected of them. After coming on boa . . . keep reading
Stop the Bleeding: Use This 13 Point "Out of Business Validation" Checklist When You Hear Rumors An Account's Gone Under
Stop the Bleeding: Use This 13 Point "Out of Business Validation" Checklist When You Hear Rumors An Account's Gone Under No one likes to hear news of a customer unexpectedly going out of business, but it's an occurrence that goes with the territory in credit. The key is to manage the situation properly so it doesn't end up hitting the fan. Stories about customers going out of business can come from a variety of sources, including returned mail, your sales reps, other vendors, other customers, the debtor's former employees or even the debtor themselves. But stories are just stories until they are verified. When you hear about an account going out of business, the first thing you need to do is sort out the gossip from the facts. . . . keep reading
D&B Checklists: Ignore SOX Sections 303 and 409 at Your Peril
Speaking of D&B, their website offers up some great tips for ensuring your A/R meet Sarbanes-Oxley standards. According to D&B, most credit and finances execs focus on Section 404 and ignore the busin . . . keep reading
Eleven Items to Include in a RFP to a Collection Agency
One of the best ways to deal with collection agency calls (if you think that at some point you'll have a need to change or add an agency) is to ask them for a formal "Request for Proposal" document, . . . keep reading
11 Warning Signs That You Might Need to Fire Your Attorney!
11 Warning Signs That You Might Need to Fire Your Attorney! Beware of the attorney who is willing to accept the assignment of the case even though the attorney is not experienced in this type of matter; one's good intentions could end up costing you significantly. Beware of the attorney who is willing to discount his legal bill each time you make an inquiry; the bill should be accurate. This may be a sign the attorney knows you are being overcharged. . . . keep reading
Do Your Invoices Measure Up? Five-point Invoice Checklist
We always say that consistent application of the basics - the things you learned in the first year on the job - is the most important way to establish excellence. Time and again, we learn from the best that it's the little things - done properly time after time - that really matter. To that end, Westbury, NY-based outsourcer and collection agency STA International has produced a nice little booklet entitled "The Essential Guide to Getting Paid - practical solutions to improve cash flow," which has a number of items we feel are worth noting. . . . keep reading
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Equifax
 This Month's Survey
This month's topic: Processing of Credit Applications

Click here to participate! We're examining:
  • What information is being captured on credit applications
  • What additional information is being requested during the credit app process (such as personal guarantees, financial statements, resale certificates, etc.)
  • What the primary challenges are relative to the processing of credit apps
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