Mohamed RAMZI in invoice, Credit Management, credit control Treasury • TDM Oct 17, 2019 · 1 min read · ~10

The Basics of Credit Control - The 8 Steps to look out for: 5 – Statements

The Basics of Credit Control - The 8 Steps to look out for: 5 – StatementsCustomer Account Statement helps you to setup visibility and clarity with customers, to reduce incoming customer’s queries and to improve your cash flow. You must include statements as part of your Collections Process.

Send statements regularly to reminder client about payment time. Make sure that the process of payment is in progress, if there is further issue about bills, react rapidly, solve the problem and make sure that customer is satisfy and the payment process will take progress.

Things to consider:

A - Be sure to select the "Day of the Month" the statement should go out, generally the end of month.

B - Make sure about customer balance is cleared, check your bank statement, your mail, check also with treasury department if they receive unapplied payments.

C - Applying payments should be done on a daily basis.

D - You can include all unpaid invoices current, due, past due…

E - Do not sent invoices already paid.

F - Always remember the customer about the terms and about your acceptable payment methods.

G - Always use your letterhead, stamp and signature.


* To more information please see links below:

« Credit Management » et réputation de l’entreprise

Credit Management: making your customers happy and receiving more cash

10 Debt Collection Strategies That Work

"To-Do Lists" – the key to be more efficient.

The importance of Credit Control process.


Conseils de facturation pour se faire payer plus vite.

Credit Management Best Practices.

10 successful telephone skills that will help you

Relances paiements : les erreurs à éviter pour garder les bonnes relations clients

Make Effective Collection Calls

Collection emails and examples.