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CREDIT MANAGEMENT Credit: The Importance Of Knowing Your Customer By Wasilwa Miriongi A friend was making a joke the other day that “Do you know Mr. Google knows much more about you than your immediate family members?” Now jokes aside, If you have two friends, John and Paul, both come to you requesting for refundable Kshs.10,000/= to sort out a pressing issue. With your knowledge you may give Paul the amount but deny John. Maybe the reason is you know John is unlikely to pay back while Paul has been honoring his obligations promptly. This a basic way of knowing your customer, as friends there is a lot of information that you get about them like their income status and habits in general that will help you determine whether to lend or deny the credit requested. I would like to provide a guide that will explain how to maximize your cash flow and avoid losses in your business by making sure that you know your customer before you agree to do business with them. Unless you know exactly who you are trading with, you won’t be able to check if they are good for the amount of credit you need to grant and you won’t be able to commence legal action effectively if it becomes necessary. Importance of Knowledge If you supply goods or services to your customer and they don’t pay, you should be able to bring a claim against them to recover the debt. However, we know that most of our clients would prefer to avoid taking legal action if at all possible. Your customer might try to raise a defense which will make matters more difficult, and there is always a risk that, even if a court orders your customer to pay, they simply won’t be able to do so. That is why it is important to be as sure as you can be at the outset that your customer can pay and will pay. This guide explains the number of things that you can do to make sure that you know your Once you’ve known your customer and de- cided on what terms you are happy to do business with them, that shouldn’t be the end of the story. It’s important that you monitor your dealings with customers care- fully and in particular remember that a business’s financial position can change overnight and that you might need to carry out fresh checks from time to time and con- tinually monitor your risk levels. 62 MAL32/19 ISSUE customer. Who is your customer? The first thing to think about is exactly who your customer is. If you are supplying to a private individual it should be fairly clear but when it comes to businesses, the situation will be more complicated. If you are supplying to businesses, you need to know whether that business is a company, a partnership, a limited liability partnership, or the business of a sole trader. Ultimately, if the relationship goes wrong, you need to know who you are going to pursue for payment or take legal action against. If your business customer is a sole trader, your contract will be with the individual who runs that business. You should accept orders only from that individual and it’s their reliability and credit worthiness that you need to be concerned with. The same goes for a traditional partnership. You will want to make sure that any orders you received are authorized by one of the partners and that the partners have the means to pay your invoice. Companies and limited liability partnerships (or LLPs) are a little different. They are legal entities separate from the people who own and run them. When you supply goods or services to companies or LLP’s the company or LLP is your customer. Generally speaking the directors, shareholders or members will not be personally responsible, unless they give you a personal guarantee that your bills