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
List Price:
$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. Karla

    Very informative

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  2. Vicki

    The course provided good ideas and insight as to helpful methods in collections and how aggressive a company should be.

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  3. Narine

    The course is really helpful, especially for them who has the freelancing business. Thank you.

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  4. Ying

    well written

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  5. Kimberly

    It feels a little out dated with manual systems.

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  6. Gurminder

    Good to learn techniques for collecting monies.

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  7. Rupali

    Excellent

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  8. Mathias

    For those organizations which operate on credit sales, (almost all stores in USA) this course is very helpful.

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  9. Jutta

    Enjoyed the material and instructions are easy to follow.

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  10. Ben

    Sound advice if you find yourself working in the accounts payable or collection department in a company. If you work for yourself, there is valuable information in here in collecting what you’re owed.

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  11. Inaissa

    It was very helpful for me since I am working in a large accounting firm as a Bookkeeper and I have the responsibility to maintain the accounts receivable in good standing. I could learned how to handle that in an easy way and how to set up systems and schedule to do it. Also the most important thing the steps to get the money quickly.

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  12. Chidroop

    Presently clearly and concisely with adequate examples.

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  13. Joann

    Very informative. It helped to understand the credit process.

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  14. Ellen

    Great book, comprehensive and easy to understand!

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  15. Dongzhu

    Best

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  16. Patricia

    Has clear instructions which are useful and helpful tools in avoiding the head aches associated with company credits and bad debts. Would recommend this book to all business .

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  17. Sandy

    Very clear and concise. It gave me a better appreciation for collections aspect of business.

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  18. Kennedy

    Very informative and useful to know the in-depth process to adopt for credit and collections

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  19. Jennifer

    good for for understanding daily business transactions

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  20. Bert

    I found this course to be very informative and I plan to purchase more courses in the near future. Links provided to further my knowledge are very helpful.

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  21. Rachel

    Basic but pointed out some things you dont stop to think about.

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  22. Cheryl

    Very easy to understand and well written.

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  23. John

    Could have been better. Next printing include an index showing page numbers for each key term. There also should be a Glossary of the websites mentioned. Another great feature would be a sample or 2 of actual Credit and Collections policies that users could use to create one for their firms.

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  24. George

    The practice exercises and final examination helped my confidence and preparation for completing Mastering Credit and Collections.

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  25. Sham

    Good course. Informative information.

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  26. Michele

    Faxing this one to you today along with my test!

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  27. Heather

    very good

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  28. Carroll

    I didn’t like it. It is so important a subject and made me feel like a wimp for the task.

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  29. Shanon

    Great book. I really liked the depth of information on the collections process.

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  30. Karen

    It was much more informative than I expected. The inclusion of sample letters gives insight to wording on a sensitive subject for some companies. Thank you.

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