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Advance Credit Management (CM) addresses a very important part of every professional service firm’s day-to-day activity – that of creating a process for the straightforward management of credit terms and the collection of fees. By turning much of the required work into a series of centrally-managed processes, partners, managers and staff can be removed from the majority of communication work with overdue clients – allowing time and resources to be more focussed on fee-producing work.
Advance Credit Management (CM) sets rules across a firm for the management of credit terms and collection of outstanding fees – helping to significantly reduce average debtor days, and improve cash flow.
 Configurable smart filters correspond to steps in the firm's credit management policy - to target lists of debtors for specific actions
Centrally managed system with all critical credit-related information accessible via a single screen - the Credit Centre
Allows easy and extensive data-mining of aged debtors
Using firm's own practice templates, facilitates generation of bulk credit-related communications for print or email distribution to clients
Assigns and tracks specific fee collection tasks to individuals
Actions, notes and documents can be linked at either invoice or debtor level, allowing for better information management and decision-making
Automated population of invoice due dates based on firm-wide or individual client credit terms. These can be used proactively to initiate communications
To find out more about Advance Credit Management, please call us on +61 2 9965 1300 (Australia) or +64 9 302 2228 (NZ).
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Advance Credit Management brochure - 560kb |
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