Customer Master File

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Master Data File Management Master Class

Course type: Self-study | On-demand

Registration fee: $275 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-3

Technology Requirements: Most updated version

New Customer Onboarding Letter

A cover letter to include with the Customer Maintenance Form (downloadable here) to request new or updated information on customer address, billing and banking information. Microsoft Word

Customer Maintenance Form

This template can be sent to customers to obtain or update their contact, billing and banking information. Microsoft Excel

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

New customer welcome letter

Q. We are setting up a new process with our company where we want to send out a welcome letter to our customers to ensure we have received all the correct information from our sales team when we set… Read More

Order-to-Cash Solution Consultant Certificate Program (AOCSC)

Accounts Receivable Solution Consultant Certificate Program (ARSC)

Order-to-Cash Manager Certification (AOCM)

Order-to-Cash Specialist Certification (AOCS)

Accounts Receivable Specialist Certification (ARS)

Accounts Receivable Manager Certification (ARM)

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