Effective Credit Control in 12 Easy Steps

You can trade without making a profit, but you can only run out of cash once. Cash is the lifeblood of the business, so it must be treated as such Effective credit control can be achieved by implementing procedures to ensure regular review and persistent chasers....

Credit Control Letter Templates

These are the email templates that we use in our practice with our own clients using Chaser Where the following fields have the following meaning: <our_name> = your company name <recipient_firstname> = your customers first name <invoice_refnum> = is...

New Customer Form – MS Word

Use the New Customer Details form to collect the details you need when you set up your new customer. Our form is set up in Word so you can download it and edit as you see fit using the button on the right. You can issue the form to your new client in Word format, or...
Issue Invoices Promptly & Correctly

Issue Invoices Promptly & Correctly

In Step 1 of our series on how to improve your business cashflow we take a look at issuing invoices propmptly and correctly. The sooner you issue your invoices, the sooner you can expect payment. This sounds really obvious, but you may be surprised to learn how many...

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