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. Hazel

    More courses should be offered

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  2. Claire

    Helpful

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  3. Nicole

    Decent outline of procedures – although every company will have their own specific procedure.

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  4. Pattie

    love this book. excellent

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  5. Ernie

    It was very goo dfor me because helped me to be able to provide the service for accounts receivable.

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  6. Josefina

    Good

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  7. Diana

    Credit and Collections:Business to Business. Was an excellent course offering. It contained more than just credit and collections and contained valuable information that I may use in future endeavors.

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  8. Ronald

    Basic course and with importance to those who are inexperieced in dealing with delinquent client expecially as it relates to Fair Debt Collections Practice.

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  9. Gene

    A Bit outdated – such as sending letters. Most correspondence is via email. Comes on a bit strong in customer relations.

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  10. Brian

    The course was comprehensive. My only recommendation would be for AIPB to develop other more advanced mini-courses dealing the concepts covered in this course but in more detail.

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  11. Honey

    Excellent

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  12. Jemil

    Above expectation

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  13. Margie

    This course helped me with more extensive information, which can be very beneficial when you have credit issues and collection matters.

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  14. Jose

    It provides all the essentials you need to know in order to apply them according to the company’s A/R needs.

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  15. Sara

    Very useful in our business – I try to keep up on these topics as part of my job, and the AIPB book is extremely comprehensive…it addresses all of the relevant topics.

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  16. Tammy

    It gave me a better understanding and a little more knowledge on how to handle collections in a more effecient way

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