More than 140 tools to manage accounts receivable
Credit Management tools helps businesses to improve cash and to avoid unpaid invoices.
Our tools are created and used by Credit Management experts,
They are updated accordingly to changes in the methods and of the legislation,
They can be used online or downloaded immediatly after subscription,
They are used and approved by hundreds of companies.
They are updated accordingly to changes in the methods and of the legislation,
They can be used online or downloaded immediatly after subscription,
They are used and approved by hundreds of companies.
List of tools available to download
Tools by category
Assess your customers ( 9 tools ) Show tools
Why evaluate the creditworthiness of its customers? Methods to obtain financial information and assess companies with the credit notation
The credit analysis
Credit risk synthesis allowing to see all main topics of credit analysis in a snapshot. It helps to share credit information between people involved wihtout struggling with emails. All information needed is in a simple sheet.
Get information about your clients
Analyze the Profit and Loss account
Credit Notation
Credit notation tool including 15 criteria to assess creditworthiness of your customers.
Credit risk during Covid 19
Excel file allowing the evolution of the cash flow of a company impacted by a major crisis
Secure your receivables ( 26 tools ) Show tools
How to avoid bad debts and late payments with the principles of Credit Management? How to define payment terms and credit limits?
Set up the credit limit
Set up the payment term
Down payment and payment in advance
Parent company guarantee
Bank guarantees
Contractuals clauses
Forfeiture of the term clause mentioning that in case of one installment in french of a contract unpaid by the buyer
Suspension and termination clauses template to be included in contracts
Forfeiture of the term clause mentioning that in case of one installment of a contract unpaid by the buyer
Suspension and termination clauses template to be included in contracts
Collect your invoices ( 46 tools ) Show tools
Methods of bill collection with models of dunning letters and letters of formal notice, including late payment penalties
Invoicing rules
The aging balance
Collection prior due date
Collection action prior due date: telephone conversation with formulations examples.
Collection level 1
Dunning letter template level 1 in french informing the customer of the overdue
Dunning letter template level 1 in french dedicated to good payers who omit to pay on time.
Dunning letter template level 1 in french dedicated to partners who omit to pay
Requesting an immediate payment including delay penalties
Collection level 2
Dunning letter template level 2 in french block account type
Dunning letter template level 2 in french dedicated to Partners
Dunning letter template level 2 in french to send to the Project manager
Collection level 3
Formal notice level 3 credit insurance type - Last reminder
Negotiate a payment plan
Late payment penalties
Dunning letter template level 2 in french requesting immediate payment of due invoices plus delay penalties
Bad debts collection ( 7 tools ) Show tools
How to deal with an outstanding customer? Lawsuits, collection agencies, credit insurance can recover all or part of bills
The order for payment
Credit Management ( 7 tools ) Show tools
What is Credit Management? How to measure its performance in Credit Management with the DSO and the rate of late payments
DSO calculation
Overdue ratio calculation
Bad debts ratio calculation
Strategy in Credit Management
Credit Management policy
The chart of authority is an approval matrix defining the approbation level needed to set credit limits and payment conditions.
It is a key tool which has to be part of the credit management policy.
It is a key tool which has to be part of the credit management policy.
The working capital ( 5 tools ) Show tools
What is the working capital requirement (WCR)? Link between WCR and credit management (or receivables management).
Normative working capital
Drive the working capital
Improve the working capital
DSO: manage the accounts receivable performance from a cash and working capital standpoint
Discount and prepayment
This tool allows to calculate several discount rates based on cost of funding of your business and on the commercial context:
- Standard offer.
- Cash offer.
- Risk offer.
Manage risk in export business ( 19 tools ) Show tools
Tutorials about credit management tools to use to secure export business
The documentary credit
The letter of credit standby
Projects management
Template of advance payment payment bank guarantee on demand in french
Template of retention money bank guarantee on demand in french
Suspension and termination clauses template to be included in contracts
Suspension and termination clauses template to be included in contracts
Tools to download
Online tools
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