Digital Learning Libraries / Add-on for your clients
Credit control training for your clients · a digital learning library
Credit Control for Clients
A better-run ledger, on both sides.
7 + 4 shared courses · 2 case scenarios · 6 refreshers
On a confidential invoice discounting or client-collects facility, your client’s credit controller runs the ledger you lend against. This add-on teaches them how the facility works and what their funder needs from them.
For the people who run the ledger you lend against.
The courses
7 + 4 shared courses, one job each.
Every course teaches a single task or idea the learner needs at work, with hands-on activities and a scored review.
- 01 How Your Funding Works and Why Collections Matter How invoices become cash, and why each collection keeps the facility working.
- 02 Your Facility’s Rules for Credit Control Banking, allocation, credit notes and contras: what the facility allows.
- 03 Banking and Allocating Customer Payments Customer payments into the trust account, posted to the right invoices.
- 04 Reporting to Your Funder The month-end pack and ledger reconciliation your funder lends on.
- 05 Disputes and Credit Notes: Telling Your Funder Disputes and credit notes reported promptly, and why it matters.
- 06 Working with Your Funder’s Verification and Audits Verification calls and audits: building the evidence and answering the auditor.
- 07 When a Customer Can’t Pay Customers in difficulty: payment plans that keep your funder on side.
Plus four collecting courses shared with Effective Credit Control: Making a Collection Call; Handling Excuses and Objections; Confirming and Chasing Promises; Writing Chasing Emails and Letters.
For you, the funder
Cleaner ledgers, prompt reporting of disputes and credit notes, payments banked where they should be, and smoother audits.
For your client
Fewer funding hold-ups and queries, more cash collected, and a team that knows what the facility allows.
Ways to offer it
as part of your service, built into client onboarding, or for clients to buy through you.
2 case scenarios
Investigate, decide, and see the cost of delay.
Two scored case files from the client’s side of the facility.
Month-End Pressure
Payroll is on Friday, cash is short, and the finance director wants the ledger to look better than it is.
The Customer in Trouble
Your biggest customer is ordering more than ever. It’s also paying less than ever.
6 refreshers
Five minutes each, all year, so it sticks.
Each refresher is a short story with one activity, released every two weeks and pointing back to the course it reinforces.
- The Customer Paid Us Direct
- The Credit Note We Forgot to Report
- The Late Collections Report
- Can We Just Offset It?
- Audit Next Week
- Big Customer, Slow Payer
Your branding
Your logo, colours and fonts on every course.
Your LMS, or a link
Upload to your LMS, or send learners a link: no LMS needed.
Tracked
Progress and scores, ready for audit, risk committees and funders.
Kept current
New courses, cases and refreshers are added to your subscription as they are released.
Try it now
See what learners see in Credit Control for Clients.
Try a course
A short course, as your learners see it: real ledgers, hands-on activities and a scored review.
LaunchTry a case scenario
Work a client file from the first warning sign to a decision, and watch what each delay costs.
LaunchTry a refresher
Five minutes, one story, one activity: how the learning sticks between courses.
LaunchSee every interaction
The activities our courses are built from, in one place.
LaunchBook a demo
See Credit Control for Clients in your own branding.
A 20-minute walkthrough of one course and one case scenario, with pricing for the learners you need.
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