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Credit control training for financiers · a digital learning library
Effective Credit Control
Collect more. Fund safely.
18 courses · 7 case scenarios · 20 refreshers
Most credit control training teaches people to chase their own company’s customers. Your team collects on a ledger you have funded, where an invoice that ages past the cut-off stops being funded, a contra quietly erodes availability and a payment to the wrong account is a risk, not a nuisance. Every course is written for that job.
For credit controllers and collections teams.
The courses
18 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.
The job and the ledger
How collections fund the client, and how to read and plan a ledger.
- 01 Your Role: Collecting Money That Funds the Client
- 02 Reading an Aged Debt Report
- 03 Prioritising Your Ledger
- 04 Your Collection Cycle
Collecting
Calls, excuses, promises and written chasers.
- 05 Making a Collection Call
- 06 Handling Excuses and Objections
- 07 Confirming and Chasing Promises
- 08 Writing Chasing Emails and Letters
Protecting the ledger
Verification, notice, cash allocation, disputes, dilution and notes.
- 09 Verifying Invoices with Debtors
- 10 Notice of Assignment in Practice
- 11 Allocating Cash and Reading Remittances
- 12 Handling Disputes and Queries
- 13 Credit Notes, Contras and Dilution
- 14 Keeping Good Notes and Records
When it goes wrong
Warning signs, debtors in difficulty, recovery and collect-outs.
- 15 Spotting Warning Signs on the Ledger
- 16 Debtors in Difficulty
- 17 Escalating to Recovery
- 18 Collect-Outs
7 case scenarios
Investigate, decide, and see the cost of delay.
Seven scored case files, each with a running figure: funding lost, exposure, or the amount recovered.
Month-End at Ashby Components
Five working days, eight invoices, and a funding cut-off that doesn’t move.
The Haulier’s Contras
Three good customers are paying less and less in cash. Nobody has said why.
Late Delivery, Again
Two debtors say the goods haven’t arrived. Harrowden funded the invoices weeks ago.
The Debtor Who Went Quiet
Your client’s biggest customer used to pay like clockwork. Now it doesn’t answer the phone.
Payment Gone Astray
The debtors say they’ve paid. The money keeps turning up later, from the client.
The Disputed Delivery
A big customer sends a debit note, and stops paying altogether.
Ridgeway Interiors
The client has gone into administration. The ledger is all Harrowden has left.
20 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.
- 30-Day Terms, 75-Day Payer
- Biggest Isn’t Always First
- Holiday Cover: Picking Up a Colleague’s Ledger
- The Friendly Accounts Clerk
- The Payment Run Was Yesterday
- A Promise Without a Date
- The Chaser With the Wrong Bank Details
- Not on our system
- The old account number
- One payment, three invoices
- The Dispute Nobody Logged
- Credit Notes Every Friday
- The Contra Nobody Mentioned
- Who Wrote ‘All Fine’?
- The Same Address on the Remittance
- The Month-End Cliff
- Can You Take £500 a Month?
- The Missing Proof of Delivery
- Day One of the Collect-Out
- The Debtor Who Pays the Client
An engaging and fun workshop!
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 Effective Credit Control.
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 Effective Credit Control 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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