Your Virtual Credit Manager

APRIL 1, 2025

Credit Profile The customer Credit Profile should contain all the information used to determine if this customer will be sold on credit terms or cash only. The credit application and references should be updated periodically, and financial statements and credit bureau data should be updated even more frequently.

Credit and Collections 130

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

Your Virtual Credit Manager

MARCH 25, 2025

They are: Onboarding Documents: These include a credit application, signed credit agreement, bank and trade references, credit bureau reports and/or scores, as well as sales tax exemption certificates, financial statements, and a guaranty if required.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Credit Application Credit Management 130

Your Virtual Credit Manager

OCTOBER 18, 2022

Just click on this link to open an account and start getting the commercial credit Intel you need. Request audited Financial Statements be submitted with the credit application. Whether you insist on receiving them will be determined by your subsequent credit review, but it doesn’t cost you anything to ask up front.

Sales Tax Exemptions 130

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

Your Virtual Credit Manager

JANUARY 3, 2023

Here are the six other types of AR automation being implemented across the order-to-cash (O2C) spectrum: Online Credit Applications: The best solutions provide approval workflow and automated reference checking.

AR Automation 130

AR Automation Collector Credit and Collections Bad Debt 130