Credit & Collections

Workflow Template

Credit & Collections

Workflow Template

This workflow template illustrates the back office processes of new customer applications, credit checking, payment and collections performed by the Credit Department. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Credit & Collections process.

Related KPIs : Unit Cost: Credit Checks, Delinquent Accounts per Collections Employee, Accounts Receivables Beyond 60 Days

What is Credit & Collections?

Credit & Collections is a process involving the back office processes of new customer applications, credit checking, payment and collections performed by the Credit Department. The process includes payment submission and matching, unmatched item journal entry, customer payment and credit checks and payment collection from customers who have not yet paid.

Download a Sample Credit & Collections

Frequently Asked Questions

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