Your Virtual Credit Manager

APRIL 1, 2025

In too many organizations, credit and collection decisions are compromised by the fog of war. For example: to make an effective collection call, you need to know who to contact, the AR status and AR details of the account, if there are any disputes, and what prior efforts have been made to collect the balance due.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Accounts Receivable (AR) Collector 130

Your Virtual Credit Manager

MARCH 25, 2025

In order to manage the risk of extending trade credit, vendors need to collect information on their business customers. What they do with that information after making a credit decision is not a trivial matter. The cyber-security of credit files cannot be taken lightly.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Credit Management Credit Application 130

Your Virtual Credit Manager

OCTOBER 18, 2022

Photo by Scott Graham on Unsplash We’re not saying you shouldn’t bother with credit evaluations — just that you shouldn’t waste time with a one size fits all process when most decisions are easily made. We discuss the key components of financial analysis in How Do You Determine if a Customer is Worthy of Credit?

Sales Tax Exemptions 130

Sales Tax Exemptions Credit and Collections Online Credit Application Credit Application 130

Your Virtual Credit Manager

JANUARY 3, 2023

Over time, AR Ledgers unfortunately tend to collect “Clutter.” Clutter can also cause new orders to be placed on a credit hold when it otherwise would have been automatically released. Share How to Clean Up Your AR Ledger Launch a collection program to collect all past due invoices at least 15 days late.

AR Automation 130

AR Automation Collector Credit and Collections Bad Debt 130