CSA needs your help. We are compiling a "catch all" Best Practices Manual for A/R, COLLECTIONS AND CREDIT POLICIES. We are combining this information into a single source guide available to members.
Please take 10 minutes and help answer the following questions:
1. Do you have a credit policy? If so, please send in along with your credit application
2. How do you handle marginal accounts? Do you have a separate policy for marginal accounts?
3. Do you use a collection agency or attorney to collect debts?
4. When do you write off your accounts?
5. Do you use personal guarantees or joint check agreements?
6. Do you have a credit manager?
7. Do you have a call report system for A/R?
8. How do you track jobs that could be subject to liens? Do you include a policy for filing liens in a timely manner?
We're also looking for samples of the forms and form letters you use regarding credit and collections. Please submit electronically to lisagolden@gocsa.com or fax to the CSA office at 770-752-9726.
All samples will be stripped of identifying information before they are added to the guide.
Please take 10 minutes and help answer the following questions:
1. Do you have a credit policy? If so, please send in along with your credit application
2. How do you handle marginal accounts? Do you have a separate policy for marginal accounts?
3. Do you use a collection agency or attorney to collect debts?
4. When do you write off your accounts?
5. Do you use personal guarantees or joint check agreements?
6. Do you have a credit manager?
7. Do you have a call report system for A/R?
8. How do you track jobs that could be subject to liens? Do you include a policy for filing liens in a timely manner?
We're also looking for samples of the forms and form letters you use regarding credit and collections. Please submit electronically to lisagolden@gocsa.com or fax to the CSA office at 770-752-9726.
All samples will be stripped of identifying information before they are added to the guide.
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