Credit-control information pack
Practical checklists and sample templates.
Use downloadable checklists to design an overdue-invoice process, prepare a future service brief and compare collection options responsibly.
Enquiry information ↗These files are generic self-service templates for business finance teams. They are not Avencrest operational procedures, legal demands or records of existing clients.
What the checklist covers
- Customer account setup, invoice receipt and contract verification.
- Approved credit limits, exposure alerts and appropriate credit checks.
- Pre-due and overdue contact schedules; statements and query routing.
- Cash allocation, partial receipts, customer credit notes and payment plans.
- Ageing, management reporting, month-end and forecast inputs.
- Compliance, field, subcontractor and independent solicitor escalation boundaries.
Proposed credit-control service specification
For a continuing outsourced arrangement, set out the ledger population and key systems, authorised activities, debtor identification methods, frequency of contact, customer-response handling, client decision limits, information security, KPIs, reports and exit arrangements. One-off £19/£39/£149 packages are separate from a recurring managed-service quote.
Save a printable version
Use the browser's print function to save this page as a PDF. A future branded sales brochure can follow after business details, contact channels and service commitments are confirmed.
For a tailored process starting point, use the free health-check tool or estimate proposed collection package costs. Neither tool stores your answers.