Credit & Collections

The following 147 items are listed by Content Data.

Audit Programs

Returns Management Audit Work Program

Gain insights into the overall efficiency of your product and materials returns processes.
Subscriber Content
Mon, Jul 1, 2024
Audit Programs

Order Management Process Audit Work Program

Improve your order management process with these key review steps, including identification of performance metrics and c...
Subscriber Content
Mon, Jun 24, 2024
Policies & Procedures

Order Receipt and Fulfillment Policy

This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment...
Subscriber Content
Mon, Jun 3, 2024
Benchmarking Tools

Accounts Receivable, Credit and Collections Leading Practices

This tool features several leading practices to assist with measuring and improving an organization’s accounts receivabl...
Subscriber Content
Mon, May 20, 2024
Audit Reports

Back-Office Process Optimization Report

This document contains two sample audit reports that can be used by auditors to learn how other organizations performed ...
Subscriber Content
Mon, Apr 15, 2024
Policies & Procedures

Invoicing Policy

This sample outlines a set of policies and procedures for invoicing customers and issuing invoice corrections.
Subscriber Content
Mon, Mar 11, 2024
Policies & Procedures

Non-Standard Terms Policy

This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
Subscriber Content
Mon, Feb 12, 2024
Policies & Procedures

Intercompany Commissions Policy

This sample policy defines guidelines, requirements and processes for revenue sharing between two subsidiaries of a comp...
Subscriber Content
Mon, Dec 18, 2023
Policies & Procedures

Insurance Verification (Healthcare) Policy

Ensure that patient benefits are verified prior to or immediately following an admission or outpatient procedure with th...
Subscriber Content
Mon, Dec 11, 2023
Policies & Procedures

Customer Credit Policy

The guidelines in this policy can be used to establish customer credit limits, the credit hold and release process, and ...
Subscriber Content
Mon, Oct 30, 2023
Policies & Procedures

Freight Claims Policy

This policy focuses on processing freight claims for shipments where the carrier lost and/or damaged goods during shipme...
Subscriber Content
Mon, Oct 2, 2023
Policies & Procedures

Financial Systems Policy

This policy addresses the development, implementation, enhancement and maintenance of financial systems.
Subscriber Content
Mon, Sep 18, 2023