4.41/5 stars (106 customer reviews)

Learn how to: Avoid payment problems by assessing creditworthiness before you sell to a new customer. Use the unique lawyer-proof credit application that reveals what your company really needs to know. Find out how to collect, starting with letters, moving up to phone calls and, if all else fails, selecting the right professional collector. Double-quiz in each section assures that you master it.

ISBN:9781884826344
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$59.00
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255 pages [139 self-teaching + 116 self-quizzes with detailed answers]

Section 1: Collections basics. Setting up a document retention system. How to set—and get—late charges. Proven phrases to get early payment on invoices. A tickler system that keeps you on top of slow payers.

Section 2: The successful collector. 5 key personal traits. How to time each phone contact and letter. Tested phone and letter phrases that speed up slow payers.

Section 3: Creating collection plans. Detailed 5-step plan with proven collection letters for each step.

Section 4:  How to use professional collectors. When and how to choose letter writing v. collection agencies v. collection attorneys. Pros and cons, and fees, of each. Monitoring the service.

Section 5: Avoiding losses with new customers. How to get credit data. When to use postdated checks. How to know when not to sell to a prospect. Special: a complete, legal Credit Application that reveals bad risk before your company sells to them.

Section 6: Avoiding losses with current customers. Nontechnical explanations of liens, mediation, workout arrangements and other techniques. When and how to use each each based on the debt and the debtor.

Section 7: Customer personal guarantees. Individual v. corporate guarantees. Special feature: a lawyer-approved personal guarantee you can use.

Section 8: How to use collateral. How to find out quickly what assets a customer or prospect owns. How to “perfect” an agreement—and collect the collateral, if needed.

Section 9: Bankrupt, or near-bankrupt, customers. Getting your money when a customer declares bankruptcy. What to do if you receive a bankruptcy notice. Getting back your merchandise.

Glossary 1. Key terms used in collections. 

Glossary 2. Key abbreviations used in collections. Very helpful for decoding notices your company may receive.

Plus: Where to find a prospect’s or nonpayer’s assets: Web site of the agency in each state where you can find a prospect’s or customer’s assets and other financial data.

Publisher: AIPB

Additional information

Book Type

Softcover WorkBook, Online e-WorkBook

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4.41 out of 5 stars

106 reviews

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What others are saying

  1. Ragin

    The information was well presented and easy to understand. It gave me great insight on collections and alleviated many misconceptions about the collections process.

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  2. Lucia

    It is a step by step book to do collection.

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  3. Cecelia

    Excellent!! It covered everything I believe that I needed to know in the subject.

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  4. Sharon

    Very useful information!

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  5. Connie

    This was by far a very important course to take. I learned all the legal steps to take and the legal language to use when creating legal documents to collect and for obtaining credit information. I have always been very successful in collecting in the construction industry, but this took me to a new level of collections in all other industries.

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  6. Dawn

    Very well written. I actually learned a lot than I thought I would.

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  7. Kim

    Learned useful process’s for collections

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  8. Jennifer

    It was a great course, and I feel like I learned quite a bit from the standpoint of offering credit and then also on the collection front. There was quite a bit that I was unaware of, but I feel this information will become very useful in my profession soon. Great course.

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  9. Grethel

    It works fine, i understand m√°s It was useful for my development on my job

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  10. Acela

    Well explained

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  11. Olabanji

    The techniques in credit collections are detailed and practical

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  12. Wanda

    Excellent resource

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  13. Juliann

    Outlines procedures very well with steps for quick collections and for communicating, documenting and scheduling. There is help with selecting a collection agency and using credit bureaus, applications and also covers several other avenues to try. As I study this text, I am personally finding the information helpful to know and I will appreciate having it as a reference.

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  14. Elizabeth

    I mailed my review in with my test.

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  15. Allison

    This was an informative book and easy to follow.

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  16. Mary

    I really liked this study! Interesting!

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  17. Victoria

    Lots of great information in this course. I wish it would have also included business to client collections practices.

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  18. Magdy

    It is not only a subject to pass for CE credits, but also it is a practical training and reference for the daily working activities

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  19. Linh

    The instruction of this course is easy to follow.

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  20. Laurel

    All my courses have been very good.

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  21. Nathaniel

    Excellent

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  22. Steven

    This is a wonderful book and provides great insight into the practice. It is an aggressive timeline to implement for collections, but if you want to be paid, execute!

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  23. Evelyn

    Great information

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  24. Roxanne

    Great course! Very helpful!

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  25. Hideaki

    Detailed learning on how to recover the debt step by step.

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  26. Sherri

    It’s was great like all the rest of them. Learning so much and so glad I found you

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  27. Cheryl

    This course was both quick and informative.

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  28. Georgie

    The material was easy to understand & very beneficial.

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  29. Kelly

    Book was helpful but since I work for a municipality the rules are different.

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  30. Rick

    Very relevant and useful.

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