Free Template
Credit & Collections Policy Template
A customisable policy framework covering credit limits, terms, dunning cadence and escalation triggers.
What's inside
- Credit assessment framework
- Payment terms & invoicing rules
- Dunning cadence (Day 0 → Day 45)
- Escalation triggers for external recovery
- Payment plan approval matrix
- Write-off authority levels
- Reporting cadence & KPIs
- GDPR & consumer-protection compliance
Need help operationalising this policy across your team and ERP? Talk to a DECOL specialist →