Credit Policy is one of the most important areas of a successful credit department as it helps to clarify the company position on things effecting cashflow, bad debt risk, cost, customer behaviour and staff morale.

If crafted properly it can be dynamic and flexible with a real commercial focus helping to improve profitability and customer service. In our experience the credit policy can often be neglected or can be ignored if not constructed in a manner that is perceived to add real value to a business. 

Credit procedures can either be a full set of procedures for end to end credit processes or can be a specific area such as New account applications, credit checking, referrals, pre-legal, invoicing, payment allocation, query handling, scripts, standard letters etc.

User guides are usually in chapters with full contents and index pages suitable for printed manuals or for attaching to intranet pages as word documents.  The documents are created to suit your individual requirements with you particular users in mind and we can use a combinations of quick reference tables, flow charts, and illustrations together with hints & tips. We are happy to combine IT systems procedures together with business processes for end users and staff.