Credit & Collections

The following 129 items are listed by Content Data.

Policies & Procedures

Accounts Receivable Policy: Cash Receipts

Organizations can use this policy sample to develop procedures for correctly dealing with and recording cash receipts.
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Mon, May 1, 2023
Policies & Procedures

Credit and Debit Memo Policy

The following sample outlines a set of policies and procedures for issuing credit and debit memos, including product and...
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Mon, Apr 24, 2023
Policies & Procedures

Credit Card Data Purge Policy

This policy outlines a set of procedures for the credit card data purge process, including specific purge procedures, a ...
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Chart of Accounts Policy

Use the overall structure included in this policy to establish uniformity for chart of account codes and definitions and...
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Mon, Apr 24, 2023
Policies & Procedures

Debt Management Policy

The purpose of this policy is to outline the proper method of acquiring loans and monitoring debt.
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Mon, Apr 17, 2023
Policies & Procedures

Claim Resolution/Payment Verification Policy

Organizations can use this policy to ensure that claims submitted to third parties for services administered are estimat...
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Mon, Mar 6, 2023
Policies & Procedures

Charge Description Master Policy

This sample policy ensures that the charge description master for all departments within a company is complete and accur...
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Mon, Feb 27, 2023
Memos

Accounting Policies and Procedures Memo

Assess your organization's accounting policies and procedures with this accounting memo format.
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Tue, Jan 17, 2023
Policies & Procedures

Accounts Receivable Policy: Debit Notes

Streamline your financial processes with our robust accounts receivable policy template for effective debit note managem...
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Mon, Nov 14, 2022
Policies & Procedures

Accounts Receivable Negotiated Debt Forgiveness Policy

Use this policy to adequately protect receivable investments and all distributions in place of payments related to forma...
Subscriber Content
Mon, Oct 31, 2022
Blog

Mastering the Credit and Collections Process

Credit and Collections DefinedWhen defining credit and collections, it's best to begin with an understandin...
Wed, Oct 26, 2022
Policies & Procedures

Commitment and Expenditure Authorization Policy

This sample policy establishes guidelines for all transactions that bind or commit the company to performance or expend ...
Subscriber Content
Mon, Oct 24, 2022