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Checklist de Cobranza

by Moises Cisneros, from the Community

Downloads: 10+
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Esta plantilla de cobranza te ayuda a centralizar la gestión de cuentas por cobrar. Registra fechas de visita o contacto, responsable, ubicación o sucursal, y observaciones clave para cada cuenta. Estandariza cómo capturas pagos, promesas, incidencias y notas de seguimiento, facilitando el control de cartera y la comunicación entre equipos. Incluye secciones para datos básicos del reporte, estación o punto de atención y comentarios, lo que permite documentar evidencias y mejorar los tiempos de recuperación. Úsala para auditar procesos de cobro y priorizar acciones.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.