Your Virtual Credit Manager
Your Trusted Advisor for Managing B2B Credit & Collections at Small and Mid-Sized Businesses
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David Schmidt
Linas Beliūnas
Ollie Forsyth
Dave Silverstein
The Basics
AR Critical Success Factors
A Framework for Improving Credit & Collections
Credit Application Processing
Efficiently Onboarding New Customers
Credit Analysis
The ABCs of Credit Evaluations
Portfolio Monitoring
Periodic Reviews & Monitoring Are Essential
The Order Approval Process
Setting Parameters & Managing Risk
Invoicing
The Importance of Timely, Comprehensive, and Accurate Invoices
Collection Efficiency
The Imperative for a Systematic Collection Process
Deductions and Disputes
Overcoming the Stigma of Payment Deductions
Cash Applications
Efficient Remittance Processing is Critical
