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Credit Control Sheet Template

It is normally seen in all business settings that items are sold and services are provided on the basis of credit. Thus this makes it important to have an efficient system to manage credit for ensuring that all payments are made on time and on the agreed terms and conditions.

It is easier for a company with the relatively larger business setup to use an automated, really expensive and error-free system for credit management whereas, on the other hand, it seems nearly impossible for a company with a small business set up to afford such a system. We here a preset number of different templates for credit control sheets with variations to help you manage your credit efficiently as well as cost-effectively.

Credit control sheets are MS excel sheets and are used for accurately managing business accounts and organizing the customer’s data. They help in keeping the track of all the payments that are due or have been made thus ensuring that all transactions are carried out on time.

Additionally, they also manage the invoice issue date and its due date as this is a very critical step in all business transactions. These sheets also contribute in follow up of the due invoices so that payments can be received on time without issues.

Templates are an MS excel sheets that have separate columns made for:

  • Account name
  • Account number
  • Date of opening of an account
  • Credit line
  • Credit used by the customer
  • Credit currently available
  • Issue date of invoice
  • Due date of invoice and if there is a payment overdue
  • A column for following the update

The template can easily be customized thus it allows you to add your information to it.The built-in formulas in this these templates help to get a better control over the accounts of clients by performing automatic calculations.

These formulas are editable so you can make changes to them according to your needs and requirements. Apart from all this, it provides you with the comfort of turning your own personal computer into an efficient system for managing all accounts and that too without the requirement of any stable internet connection. You can update accounts anytime and anywhere easily.

Download the credit control sheet template for making your life easy and for keeping credit accounts of your clients organized.

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Credit Control Sheet Template

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Credit Control Report

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