Are Your Collection Efforts Myopic?
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.
Sales Tax Exemptions Related Topics 
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Are Your Commercial Credit Files Secure
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.
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The Keys to On-boarding New Customers Smartly and Efficiently
Your Virtual Credit Manager
OCTOBER 18, 2022
Have applicants provide the following details via your Credit Application: Ask the customer to provide all appropriate Sales Tax Exemption/Resale Certificates. All customers should be advised that the failure to provide financials will result in a more restrictive credit limit and terms.
AR Data Management, AR Automation, & Accelerating Cash Flow
Your Virtual Credit Manager
JANUARY 3, 2023
Sales Tax Exemption Certificate Handling: The larger your AR portfolio and the more complicated you tax environment, the more beneficial these solutions. UCC, Lien, and Bond Handling: As with sales tax, the challenge is in keeping up with each state’s rules.
How Long Should Your Company Take to Process an Invoice?
TreviPay
DECEMBER 12, 2022
Sales tax exemption mistakes. In the US, sales and tax rules vary from state to state. Certificates for tax exemptions need to be kept as supporting documentation for audits. For example, you might need to return or change your order after you’ve already received the goods.
How to Create an Invoice in QuickBooks
Fundera
NOVEMBER 26, 2019
Customer Tax Code: Just like different products and services might be taxed at different rates, a customer might have a specific sales tax situation. The most common one is a sales tax exemption.
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