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Karol Hoagland Municipality Asset Management Policymaker OF ADOPTION:___ DATE OF IMPLEMENTATION:___SIGNATURE OF SPEAKER:___ DATE:___DATE OF REVIEWED:___SIGNATURE OF SPEAKER:___Page 1 of 35TABLE OF
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How to fill out customer care credit control

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How to fill out customer care credit control

01
Gather all relevant customer information including contact details, account number, and outstanding balance.
02
Review the customer's payment history and identify any patterns or issues that may be causing late payments.
03
Contact the customer through various communication channels such as phone calls, emails, or even in-person meetings to discuss the outstanding balance and payment options.
04
Offer solutions to help the customer pay off their outstanding balance such as setting up a payment plan or negotiating a settlement.
05
Document all interactions with the customer and keep detailed records of any agreements reached regarding the outstanding balance.

Who needs customer care credit control?

01
Businesses that have customers with outstanding balances that need to be collected
02
Companies that want to maintain positive customer relationships while still enforcing credit control policies
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Customer care credit control is a process of managing and monitoring the credit provided to customers in order to minimize financial risk.
Businesses that extend credit to customers are required to file customer care credit control.
Customer care credit control can be filled out by inputting relevant customer credit information and monitoring credit limits.
The purpose of customer care credit control is to limit financial risk and ensure timely payment from customers.
Customer information, credit limits, payment history, and any credit agreements must be reported on customer care credit control.
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