FI-005 · Finance & Commercial
Credit Control Toolkit
Protect cash and customer relationships through clear, proportionate credit discipline
IN PREPARATION
About this toolkit
A practical financial management toolkit that helps owners and managers use evidence, improve control and turn financial findings into owned action. Protect cash and customer relationships through clear, proportionate credit discipline.
What this toolkit helps you achieve
- Set credit terms and risk controls clearly
- Prioritise collection activity by value and risk
- Escalate consistently while protecting good relationships
What’s included
- A four-part credit control cycle: Assess, Agree, Monitor, Chase
- The Five Golden Rules of credit control, on one page
- A plain-English guide to the four pillars a credit control process needs: Credit Assessment, Terms and Agreement, Monitoring, Escalation
- A worksheet and checklist for building and running a credit control process
- A twelve-question coaching bank for the conversation around risk, terms and chasing
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Best for
Owners, finance teams and managers responsible for customer credit and overdue debt.
Expected practical outcome
Match your response to the evidence. Assess a new customer's risk before extending terms, not after the first invoice goes unpaid, and match your tone when chasing to the customer's actual payment history rather than treating every late payer the same way.