The Credit Manager’s Playbook by Tredit IQ

Equip yourself with proven strategies, expert insights, and real-world case studies to master business credit risk. Each episode will cover various concepts, ideas, or case studies to help you become a better credit manager or improve your companies credit granting process. Learn more at treditiq.com

Last refreshed: August 18th, 2025 at 10:50 PM ⓘ

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Episodes

Factoring: De-Risking Trade Credit in B2B Finance

Learn how recourse and non‑recourse factoring convert invoices to cash, transfer credit risk, and strengthen liquidity for credit managers across industries.

May 29, 2025•5 min•Ep. 16

How to Set Trade Credit Limits & Payment Terms: A Step‑By‑Step Guide for Businesses

Learn how to assess customer risk, calculate safe trade credit limits and set payment terms that boost sales while safeguarding your business’s cash flow.

May 27, 2025•5 min•Ep. 15

Understanding Days Sales Outstanding (DSO)

Clear, step‑by‑step guide for credit managers on calculating Days Sales Outstanding (DSO), benchmarking it, and proven tactics to lower DSO and free cash flow.

May 27, 2025•5 min•Ep. 14

Understanding Business Credit Reports: A Guide for Credit Managers

A business credit report is your first line of defense against bad debt. This guide breaks down each section—from company profile and payment history to public filings and credit scores—showing you how to interpret the numbers, spot red flags, and set the right credit limits. Whether you’re new to credit management or brushing up on best practices, you’ll learn a practical, step‑by‑step approach to making confident lending decisions.

May 23, 2025•4 min•Ep. 13

The B2B Credit Application Process: Steps, Tips & Best Practices

A streamlined credit‑application process safeguards cash flow without slowing sales. Learn what to ask for, how to vet applicants quickly, and where automation unlocks faster approvals and lower risk—so you can extend B2B credit confidently and keep revenue moving.

May 22, 2025•4 min•Ep. 12

Understanding the D&B Paydex Score

The D&B PAYDEX score is a numeric (1–100) indicator of a company’s trade payment performance. It is a dollar-weighted average based solely on supplier-reported trade payment data

May 12, 2025•3 min•Ep. 11

Early Payment Discounts: Best Practices for Credit Managers

Explore the benefits and drawbacks of offering early payment discounts, learn best practices for credit managers, and see hypothetical examples to optimize cash flow.

May 08, 2025•4 min•Ep. 10

Granting Trade Credit in B2B: Benefits, Risks, and Best Practices

A concise guide for newer B2B credit managers on the advantages, pitfalls, and strategic best practices of offering trade credit.

May 07, 2025•4 min•Ep. 9

How Reducing DSO Frees Up Cash for Your Business

Payment terms and collection timelines directly influence your cash flow. Extended credit terms (e.g. Net 30 or Net 60) mean waiting longer to get paid, which increases Days Sales Outstanding and ties up cash in receivables.

May 06, 2025•3 min•Ep. 8

Navigating B2B Trade Credit Terms: Net-30, Net-60, Net-90 and Beyond

A clear guide for credit managers comparing Net-30, Net-60, 2/10 Net-30, milestone payments, dynamic discounting, and more.

May 06, 2025•7 min•Ep. 7

Open Banking for Real-Time B2B Credit Verification

Discover how open banking and Plaid’s real-time bank data APIs streamline B2B credit verification, reduce risk, and speed up approvals.

May 05, 2025•3 min•Ep. 6

Understanding UCC Filings: A Credit Manager’s Guide to B2B Credit Protection

Learn how UCC-1 and UCC-3 filings help U.S. credit managers secure receivables, assess customer liens, and reduce B2B credit risk.

May 02, 2025•9 min•Ep. 5

Continuous Credit Monitoring: A Must-Have for B2B Credit Managers

Discover how continuous credit monitoring helps B2B credit managers reduce risk, detect issues early, and improve decision-making. Learn how it works, why it matters, and how to get started.

May 02, 2025•4 min•Ep. 4

How to Handle Customer Payment Terms Extension Requests

Discover a practical framework for evaluating customer payment terms and extension requests. Learn how to protect your cash flow while keeping clients happy.

May 01, 2025•3 min•Ep. 3

Trade Reference Best Practices for Faster, Clearer Vetting

Learn to craft a rock-solid trade reference questionnaire that yields reliable credit insights—complete with best practices and sample questions

May 01, 2025•2 min•Ep. 2

Decoding Business Credit Scores: What Every Credit Manager Should Know

Decoding business credit scores from D&B, Experian, Equifax, and Creditsafe – understand how each is calculated and how credit managers can use them.

May 01, 2025•5 min•Ep. 1

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