Partner Resources

Tools, guides and templates to help your successfully set-up and sell your credit control services

Get trained & certified

Tools to get trained, certified and confident with CreditorWatch Collect software
Training overview

Learn about the training and certification process.

Learn more

Register for training

Get your team registered for training.

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Got questions?

Visit our help centre for answers to the most common questions from our partners and their customers.


Sell your credit control service

Tools and templates to help you price, package and sell your credit control services to clients and prospects
Quoting tool

Use this spreadsheet to price your services for clients. Click to view, then create a copy that you can use.


Sales email template

Customise this template to create a ready-to-email quote with pricing options for clients and prospects.


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Connect with us!

Follow us on LinkedIn to stay in the loop about new features and learn tips on best practice credit control. Share our posts to promote your credit control services to clients and prospects.


Onboard and train your clients

Give your clients the best advice. Learn how to onboard, set up and train your clients.
Onboarding template

Use this template to scope and onboard clients to your credit control service.

Free workflow guide

Refer to this guide for a consistent monthly credit control process.


Links to helpful websites and resources for partners
Useful links

Access handy information for you and your clients.

Articles of interest

Promote your credit control services

Spread the word about the credit control services you offer.
Social Media Posts about CreditorWatch Collect Services
Social media posts

Get your followers interested in your debtor management services.


Newsletter template

Inform your clients about your new credit control services.

debtor daddy email signature
Email signature

Promote your credit control services with every email you send


Case studies from bookkeepers & accountants

Partner Resources was last modified: February 28th, 2023 by matt
CreditorWatch Collect