Resources

Free Resources


Free Final Demand Letter

Use this editable Final Demand Letter when you feel you’ve been patient long enough and/or the debtor company has not responded to your collection efforts. Remember, the longer you wait to deal with seriously delinquent customers, the lower the likelihood of recovery. 

Click to Download

15 Common Invoicing Errors

Don’t let common invoicing errors cost you money! Invoicing errors lead to late payments, strained client relationships, and unnecessary financial headaches. Are you sure you’re not making any of these costly mistakes?

Download our FREE guide to Common Invoicing Errors to ensure you’re sending accurate invoices every time. This quick, easy-to-follow resource will help you:

  • Avoid overlooked errors that delay payments
  • Streamline your invoicing process
  • Improve client satisfaction and cash flow
  • Take control of your finances with fewer mistakes! Download now and start getting paid on time.

Click to Download

Contact Info Checklist

**Don’t Let Incomplete Contact Info Cost You Sales or Hurt Customer Relationships!**

Getting accurate, complete contact information from new customers is essential for smooth communication, reliable follow-ups, and building lasting relationships. Missing details can lead to miscommunication, lost opportunities, and late payments.

Our **FREE Contact Information Checklist** ensures you never miss a crucial detail when onboarding new customers. This easy-to-use resource helps you:

  • Capture all necessary contact details in one go
  • Avoid back-and-forth communication to gather missing information
  • Streamline your sales, invoicing, and customer service processes

Set your business up for success with every new customer! **Download the checklist today** and start building stronger, more efficient client relationships.

Click to Download

Small Claims Big Mistakes

Winning in Small Claims Court can be a highly effective collection tool or a massive waste of time and money. Remember, once you win, you’ve got a judgment, not a check. Neither the court nor the judge will help you collect your money. Avoid these common mistakes to make sure you can collect after you win.

Click to Download

Terms and Conditions Handbook

This is one of several e-books offered on  The Kaplan Group Website – You know, we’re big fans of the Kaplan Group – they only accept commercial debt over $10k, but that’s no reason for you not to take advantage of all the great resources on their site.

  • Outlines important legal terms to protect your business
  • Provides examples of standard contract provisions
  • Includes customizable MS Word versions of sample contracts

Click to Download

Top Ten Tips

Top Ten Tips, Tricks and Techniques for getting paid faster without losing customers

Click to Download