Copy Documents

A huge barrier to getting paid is customer non receipt of documents.  That's not just copy invoices either, it can be statements of account, proof of delivery confirmations and copy purchase orders.  Collating and sending these out, particularly large batches for your biggest customers can be hugely time consuming.  I can access and send these documents for you.

Credit Reporting / Risk Assessment

Making sure you've got up to date financial information on your customers is so important but maybe you don't have the time/resource for one person to review your sales ledger credit limits?  I can obtain credit reports for you and if necessary, I can give you an experienced and qualified opinion on their creditworthiness *

Chasing for Payment

Absolutely crucial part of your order to cash process.  I can proactively contact your customers before payments become due, to check if there are any queries that might cause delay in settlement, follow up overdue debts regularly and encourage payment whilst maintaining the commerical trading relationship that you've worked so hard to cultivate.  From initial call or email, through further reminders to final demand (if needed), contact is always focused, friendly, firm and ultimately - fruitful.

Account Reconciliations

Probably the most time consuming aspect of the whole Accounts Receivable function, reconciliations of larger accounts can take up huge amounts of time.  Usually highly involved with much investigation into historic transactions and previous cash allocations.  I can work solely on your more complex accounts to bring the accounts up to date and into line.

Account Queries

Most businesses have their own systems and processes for resolving queries but breakdowns within these processes can lead to lengthy delays in payment.  I'm more than happy to work on investigating account queries and bringing them to resolution, recommending commercial solutions where appropriate. 

Bulk Communications

Maybe you're changing your Terms and Conditions or you need to communicate a price increase or change in policy.  I can help you word your communication and ensure it reaches your customers promptly.

Other Services

If you have any other credit control / sales ledger requirements such as updating company registration numbers, reviewing your credit application forms, fielding calls and taking messages, these can all be accommodated too.

* you will need to have your own account with a credit reporting agency