Credit management, invoicing and collection for B2B
What you'll learn
- Conduct a financial pre-analysis to our potential client;
- Issue an invoice in an efficient and effective manner;
- Understand what is a collection routine and how to apply it in practice;
- How to choose and proceed with the collection methods;
- Know how to handling with disputes and frequent excuses;
- Be able to carry out payment plans and how to apply late payment interest;
- Know how to issue an ultimatum letter or final demand letter;
- Prepare the information to be delivered to the lawyer;
- Understand what is the European Order for Payment procedure.
Requirements
- knowledge of English
Description
Improve the management of your receivables with a more careful selection of clients and faster collections. Through this course, consisting of five modules:
The first module will show the importance of credit management and collection, as we observe the behavior of payments in some countries in Europe.
Next, we will approach the risk analysis of the potential customer in order to see if we accept him as a credit customer.
In the third module, we will see how to make an efficient and effective invoicing process.
Next, we'll see what a collection routine is and how to proceed in each of these phases, not forgetting the famous frequent excuses and disputes by the client.
Finally, we will address the pre-litigation phase and legal action.
Who this course is for:
- Accounts Receivable Managers;
- Accounts Receivable Supervisors;
- Accounts Receivable Personnel;
- Others who are working within accounts receivable process or who wish to develop a practical toolkit to complement their existing professional or technical skills.
Course content
- Preview03:12
- Preview08:01
Instructor
![João Pedro Leal Gomes](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 3.7 Instructor Rating
- 28 Reviews
- 59 Students
- 4 Courses
João Gomes, Credit Controller and Complaints no grupo hoteleiro português, Altis Hotels. Contabilista certificado pela OCC e formador certificado pelo IEFP em Portugal.
Formado em Gestão pelo Instituto Superior de Economia e Gestão (ISEG) e com Mestrado em Contabilidade, Fiscalidade e Finanças Empresarias (MCFFE) pelo ISEG.
Leccionando duas acções de formação na Arqcoop em Portugal, uma na área das cobranças e a outra na área fiscal.
Publicações:
"O tratamento fiscal dos encargos com juros enquanto incentivo ao endividamento das sociedades", na Revista Ciência e Técnica Fiscal, Centro de Estudos Fiscais e Aduaneiros, Ministério das Finanças (n.º 429), Lisboa, 2013.
Artigo de Opinião no Semanário Vida Económica a 21 de Dez. 2012, sobre o tema "O tratamento fiscal dos encargos com juros enquanto incentivo ao endividamento das sociedades".
Prémios:
Colaborador do Ano 2017, no Grupo Alltis Hotels.
Vencedor do 8º Ciclo de Temas de Economia, promovido pela Delegação Regional do Norte da Ordem dos Economistas, referente ao Tema Finanças Empresariais – “O Tratamento Fiscal dos Encargos com Juros enquanto Incentivo ao Endividamento das Sociedades” (Out. 2012).