Start here. One checklist that takes you through the Finance & Credit Control pack in the right order – what to do, when, who owns it – with a clickable link to every template, a legal and regulatory map and a full document index.
Finance & credit control
Finance & Credit Control – Master Checklist and Document Index
About this document
The front sheet for the Finance & Credit Control pack. It sets up a business’s financial controls – procedures, budgeting, purchasing, invoicing and expenses – and its credit control process from credit application through reminders to recovery. Each step names the template to use and links straight to the file, and Part 4 maps the main legal requirements to the templates that help you meet them.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Finance & credit control
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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