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[FREE] UCC-1 Form Template for Trade Creditors

Download this free approved UCC-1 form for filing pursuant to the Uniform Commercial Code.

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[FREE] A/R Month-End Close Checklist Excel Template

Download and customize your new standardized month-end checklist now!

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[Free] Bank and Trade Reference Letter Templates for Trade Creditors

Improve your credit risk evaluation process by understanding your customer's bank and trade relationships

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[FREE] Checklist for AR Professionals : Working & Recruiting Remotely

Discover our checklist to overcome hiring challenges and improve the efficiency of your employees remotely

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[Free] 16 Antitrust Laws Violations Trade Creditors Need To Be Aware of

Download this free checklist to self-assess your credit team's actions against the antitrust violations

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[FREE] Checklist With Best Interviewing Tips For Hiring Managers

Discover the best interviewing practices for hiring right credit and collections talent.

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[Free] Personal Guarantee Template to Reduce SMB Credit Risk

Alleviate credit risks for SMBs with this free personal guarantee template. Secure your financials now!

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[FREE] Template: 17 Security Agreement UCC Clauses for Trade Creditors

Download this free template of 17 security clauses of UCC and secure your credit now!

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[Free] Checklist: 11 Tips to Effective Listening in Collections Negotiation

Understand how effective listening could be a collector's best tool during collection calls.

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[FREE] Checklist: 11 Crucial UCC Filing Tips for Trade Creditors

Download this free checklist before filing for UCC and secure your unsecured credit now!

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Trade Creditors' Checklist | How to Ensure All Round Staff Development

Learn steps to strike the right balance between credit staffing and skill development

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[Free] B2B Promissory Note Template for Slow Paying Customers

Reduce past dues by setting up a payment plan for your customers. Eliminate your bad debts now!

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[FREE] Collector's Checklist: 10 Proven Tips to Convince Customers During Negotiation

Download this free checklist and learn how to project self-confidence and boost your collections negotiations now!

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[FREE] Checklist: 11 Crucial Negotiation Tips for Collection Analysts

Download this free checklist before negotiating for payments and reduce your company's DSO now!

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[Free] Checklist:10 Crucial Tips to Upgrade Your Bank Relationship Policy for Treasury

Free Checklist for efficient Bank Relationship Policy

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[FREE] Checklist: 3 Risk Factors Effecting Treasury Operations

Determine the 3 risk factors that might effect your company's treasury function.

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[FREE] Checklist: 12 Tips to Follow During In-Person Collection Negotiation

Download this free checklist and improve your chances of overdue settlements by upto 50%.

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[FREE] Checklist: 10 Tips to Improve Your Month-End Close Cycle

Improve your month-end closing by 100% with these fail-proof strategies now!

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[FREE] Checklist for a Credit and Collections Hiring Process

Discover if education is more important or experience while hiring for your credit department

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[FREE] Checklist: 6 Steps to Preventing Collection Problems

"FREE checklist for collection analysts. Follow these tips to reduce your delinquency by up to 50% and improve your credit rating. Download now!"

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[FREE] 7-Point Checklist for Choosing the Right Collections Agency

Download this free credit manager's checklist to choose the right third-party collection agency and improve your DSO up to 60% by recovering delinquent accounts on time.

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[FREE] 3-In-1 A/R Planning Worksheet for Senior Management

Download this free template that will help you outline the income generated and the costs saved over the fiscal year to form a robust plan for 2022!

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[FREE] Credit & Collections Statistical Accomplishments Worksheet for 2022

Download this free template that will help you outline the income generated and the costs saved over the fiscal year to form a robust plan for 2022!

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[FREE] Checklist: 10 Crucial Steps to Build an Effective Credit Policy

Improve your chances of overdue settlements by up to 40%. Download this free checklist on effective credit policy and reduce your bad debt now.

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[FREE] Checklist: 17 Must-Have Parameters For Your Business Credit Application

Download this template and minimize the risk of bad debt with these best-in-class proven credit application tips

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[FREE] Infographic: 7 Tips to Deal With The Great Resignation

Download this free infographic to learn about some proactive steps that you can take to arrest "The Great Resignation".

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[FREE] Infographic : 5 Red Flags To Look For During Negotiations

Understand how to bargain via collaborative issue solving and persuade others to view things your way in a negotiation call

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[FREE] Infographic: 13 Key Points to Consider in a Collections Call Negotiation

Improve your company's DSO by upto 50% with these proven tips. Download this free infographic before negotiating for payments and secure your A/R now.

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[FREE] Infographic : 4 C's of Negotiation in a Collections Call

Understand how make the most out of a collection's call with the help of these negotiation hacks

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[FREE] Infographic: 6 Critical Points to Consider in a Cross-Cultural Negotiation

Follow this free infographic & learn how to anticipate the behavior of multicultural customers to collect effectively.

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[FREE] EBook : Case Study on How to Take Credit Decisions Using Porter’s Five Forces Model

Download this EBook to improve your credit decision making process by predicting your customers future.

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[FREE] Excel Tool : 5 in 1 - Financial Ratio Calculator

Using this Excel tool will allow you to calculate financial ratios more quickly and make better credit decisions.

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[FREE] Infographic : 7 Best Practices to Plan Ahead for Bankrupt Customers

Follow this free infographic & learn how to balance out the impact of bankruptcy on your collections and save your business now!

FREE

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[FREE] Infographic: 3 Key Ways to Communicate Bankruptcy to the Court

Follow this free infographic to know the right steps and procedures to communicate your queries to the court and understand how to file a proof of claim, submit preference claims and re-claim payments.

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[FREE] Checklist: 5 C’s of Credit Management: A New Way of Credit Analysis

Download this checklist to take a more value based decision while analysing customer credit

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[FREE] Infographic: 3 Ways to Overcome Account Close Challenges

Follow this free infographic & learn about the best practices to overcome the challenges of the month-end close process. Enhance the efficiency of your A/R teams now!

FREE

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[FREE] Infographic: CFO’s Top 7 Priorities for Cash Forecasting

Is your cash forecasting model providing accurate real-time updates for cash-flows and meeting the CFO's expectations? Follow this free infographic and learn how to build accurate cash forecasting models based on CFO's top priorities.

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[FREE]: FCRA Authorization Credit Application Template

Follow this FCRA authorization template and learn how to legally evaluate the creditworthiness of your borrower and save your business from any unnecessary pitfalls.

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[FREE] Infographics: 8 Key Points For An Effective Listening During Debt Collection

Download this infographic to learn about all the essential tips for an effective debt collection call

FREE

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[FREE] Infographics: 6 Step Guide to Determine Best Payment Gateway

Download this infographic to learn how to choose a payment processor that can make your business run more efficiently

FREE

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[Free] Scorecard: Cash Application Effectiveness Scorecard

Download this scorecard and use it to evaluate the performance of different payment processes in your cash application.

FREE

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[FREE] Infographic : 3 Untold Secrets to Overcome Transaction Pitfalls in Treasury

Download this free infographic to understand how to overcome the challenge of managing multiple business units in different locations.

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[FREE] Infographic: 8 Preventive Measures to Deal with B2B Frauds & Cyber Security

Download this free infographic to learn how to protect yourself from B2B Frauds and Cyber Crimes while working remotely.

FREE

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[Free] Checklist : Evaluating Credit and Collections Efficiency

Download this checklist to measure your credit and collection department efficiency

FREE

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[Free] 4 in 1 DSO Calculator (Excel Tool)

Using this Excel tool will allow you to calculate DSO and help you to measure the collections performance of your company

FREE

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[FREE] Infographic : 7 Effective ways to Avoid Diminishing Returns For Internal Collections

Download this free infographic to understand how to avoid diminishing returns for your internal collections.

FREE

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[FREE] Infographics: 5 Principles for Successful Debt Collection

Download this infographic to learn about the best practices to follow as a collector for a successful debt collection call.

FREE

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[FREE] Infographics: Decoding 8 Types of Delinquent Customers

Download this infographic to decode the various types of delinquent customers, understand their behavior, and learn how to deal with them.

FREE

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[FREE] Handling Deceptive Customer Scenario 1

Download this free role play script to know how you can deal with an aggressive customer

FREE

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[FREE] 5 in 1 - Credit and Collections Efficiency Calculator (Excel Tool)

Download this excel tool to calculate your department or organization’s efficiency

FREE

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[FREE] Template: Full Payment Demand Letter to the Customer's Controller

Leverage this free, ready-to-use final demand letter template to escalate the matter to the customer's controller and expedite payment.

FREE

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[FREE] Template: Second Stage Past Due Letter to Senior Management

Leverage this free, ready-to-use demand letter template to hasten payment by escalating the situation to the management after two past due dates.

FREE

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[FREE] Template: Third Stage Past-Due Demand Letter to Senior Management

Leverage this free, downloadable letter template to request senior management for outstanding debts after the third past-due reminder.

FREE

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[FREE] Template: Collection Letter to Request for Customer's Contact

Follow-up with your customers to pay the past-due balance within 10 days by downloading this free, ready-to-use reminder letter.

FREE

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[FREE] Template: NSF Check Reminder for Placing Account on Credit Hold

Leverage this free, ready-to-use follow-up letter template to remind senior leadership about the consequences of delayed payment and secure your A/R now

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[FREE] Template: Alternative Letter to Solicit Contact for Past-Due Receivable

Ready-to-use alternative letter to solicit contact for collection of past dues by getting to the bottom of a payment issue.

FREE

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[FREE] Template: Letter Requesting an Explanation for Partial Payments

Leverage this ready-to-use collection letter template to contact your customer's financial controller and request a detailed justification for incomplete payments.

FREE

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[FREE] Template: Demand for Full Payment via an Electronic Funds Transfer

Ready-to-use, free partial payment collections letter to help you reach out to senior executives to request instant complete payment via electronic funds transfer.

FREE

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[FREE] Template: Letter for Credit Managers Reacting to Proposed Payment Plan

Leverage this ready-to-use letter template to respond to your customer's proposed payment plan.

FREE

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[FREE] Template: Letter for Past-Due Accounts of Well-Known Customers

With the help of this ready-to-use, free collection letter, you can remind devoted customers for immediate full payment.

FREE

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[FREE] Template: Demand for Full Payment via Check to Customer's Finance Controller

This ready-to-use partial payment collections letter will help you reach out to very medium-risk accounts, requesting immediate full payment via check.

FREE

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[FREE] Template: First Demand Letter for Past-Due Receivable (Under $ 500)

Use this free template for a first-demand low balance letter to ensure prompt payment.

FREE

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[FREE] Template: Collection Demand Letter for No Past-Due History

Ready-to-use, free collections demand letter for a customer with no previous past-due history.

FREE

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[FREE] Template: Demand Letter to Senior Management for Past-Due Receivables

Ready-to-use, free demand letter to accelerate the settlement of past-due receivables and lower your total DSO.

FREE

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[FREE] Template: Pending Third-Party Referral Demand for Non-Payment of Past Due A/R

Leverage this free, downloadable letter template to demand for overdue receivables with third stage notice of pending third-party referral letter.

FREE

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[FREE] Template: Letter to Help Customers Transition from Checks to Electronic Payments

Do you know that you can save up to $0.29 internally by using ACH? Leverage this ready-to-use letter template to guide your customers through the process of transitioning from paper checks to electronic payments.

FREE

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[FREE] Proof of Claim Form for Trade Creditors

Bankruptcy filings increased 74% to 345 in November 2022. Is your debt secured? Download this approved claim form by the US court to protect your debt in the event of bankruptcy.

FREE

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[FREE] Priority Claim Form for Unsecured Creditors

Download this US-approved claim form to prioritize your unsecured debt in the event of bankruptcy.

FREE

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[FREE] Secured Claim Form for Trade Creditors

In the US, there were 33,184 bankruptcy filings in September 2022, an increase of 7% from the total of 30,922 cases in September 2021. As a creditor, if your debt is secured by collateral, you shouldn't be worried. Download this US-approved form to guarantee your claims in the event of bankruptcy.

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[FREE] Collection Escalation: Notice of an Attorney Referral for Overdue Receivables

Leverage this ready-to-use letter template to escalate customers for past-due receivables, the failure of which might lead to an attorney referral.

FREE

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Guide to Digital Transformation: Unlock the Power of Benchmarking for Finance Functions

Download this EBook to understand the importance of benchmarking organization before you start your Digital Transformation journey.

FREE

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Automated Remittance Processing: A Checklist of Critical Issues

Follow this 8-point informative checklist to apply customer payments in a timely and accurate manner and improve your Order to Cash process!

FREE

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