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Collections training for factors · a digital learning library
Effective Credit and Collections
Collect more. Fund safely.
18 courses · 7 case scenarios · 20 refreshers
Most collections training teaches people to collect their own company’s receivables. Your team collects on receivables you have financed, where an invoice that ages past the eligibility cut-off stops being funded, an offset quietly erodes availability and a payment to the wrong account is a risk, not a nuisance. Every course is written for that job.
For collectors 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 A/R Aging Report
- 03 Prioritizing Your Ledger
- 04 Your Collection Cycle
Collecting
Calls, excuses, promises and written follow-up.
- 05 Making a Collection Call
- 06 Handling Excuses and Objections
- 07 Confirming and Following Up on Promises
- 08 Writing Collection Emails and Letters
Protecting the ledger
Verification, notice, cash application, disputes, dilution and notes.
- 09 Verifying Invoices with Customers
- 10 Notice of Assignment in Practice
- 11 Applying Cash and Reading Remittances
- 12 Handling Disputes and Inquiries
- 13 Credit Memos, Offsets and Dilution
- 14 Keeping Good Notes and Records
When it goes wrong
Warning signs, customers in difficulty, recovery and collecting out.
- 15 Spotting Warning Signs on the Ledger
- 16 Customers in Financial Difficulty
- 17 Escalating to Recovery
- 18 Collecting Out a Portfolio
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 business days, eight invoices, and an eligibility cut-off that doesn’t move.
The Trucker’s Offsets
Three good customers are paying less and less in cash. Nobody has said why.
Late Delivery, Again
Two customers say the goods haven’t arrived. Harrowden funded the invoices weeks ago.
The Customer Who Went Quiet
Your client’s biggest customer used to pay like clockwork. Now it doesn’t answer the phone.
Payment Gone Astray
The customers say they’ve paid. The money keeps turning up later, from the client.
The Disputed Delivery
A big customer sends a debit memo, and stops paying altogether.
Ridgeway Interiors
The client has made an assignment for the benefit of creditors. 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.
- Net 30 Terms, 75-Day Payer
- Biggest Isn’t Always First
- Vacation Coverage
- The Friendly AP Clerk
- The Check Run Was Yesterday
- A Promise Without a Date
- The Past-Due Notice with the Wrong Bank Details
- Not on our system
- The old account number
- One payment, three invoices
- The Dispute Nobody Logged
- Credit Memos Every Friday
- The Offset 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 Collecting Out the Portfolio
- The Customer Who Pays the Client
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 Effective Credit and Collections.
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 Effective Credit and Collections 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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