Digital Learning Libraries / Add-on for your clients
Collections training for your clients · a digital learning library
Credit and Collections for Clients
Better-run receivables, on both sides.
7 + 4 shared courses · 2 case scenarios · 6 refreshers
On a non-notification facility, your client’s own collections team runs the receivables 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 receivables 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 Collections Deposits, cash application, credit memos and offsets: what the facility allows.
- 03 Depositing and Applying Customer Payments Customer payments into the blocked account, applied to the right invoices.
- 04 Reporting to Your Funder The monthly reporting package and A/R reconciliation your funder lends on.
- 05 Disputes and Credit Memos: Telling Your Funder Disputes and credit memos reported promptly, and why it matters.
- 06 Working with Your Funder’s Verifications and Field Exams Verifications and field exams: building the evidence and answering the examiner.
- 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 and Collections: Making a Collection Call; Handling Excuses and Objections; Confirming and Following Up on Promises; Writing Collection Emails and Letters.
For you, the funder
Cleaner A/R, prompt reporting of disputes and credit memos, payments deposited where they should be, and smoother field exams.
For your client
Fewer funding holds and questions, 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 CFO wants the A/R 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 Memo We Forgot to Report
- The Late Collections Report
- Can We Just Offset It?
- Field Exam Next Week
- Big Customer, Slow Payer
Your branding
Your logo, colors 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 and Collections for Clients.
Try a course
A short course, as your learners see it: real receivables, 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.
LaunchBook a demo
See Credit and Collections 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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