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Credit Control - The Essential Guide

6-hour course  |  6 CPD hours

£329 +VAT per person

£329 +VAT
per person

This course can be presented in-house at your premises. You can find out more about our in-house training here.

If you would like to make an enquiry simply fill in the quick contact form below and a member of our in­house team will be in touch shortly.

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Home > Classroom training > Credit Control - The Essential Guide

Credit Control - The Essential Guide

6-hour course

Course prices:

Classroom: £329 +VAT per person

Course overview

Having an effective credit control function is essential, as slow payment and bad debts can have a serious effect on the profitability and success of your business.

This highly practical course will guide you through the key principles of credit control. It will provide you with some of the best methods and techniques to use when communicating with debtors and help you understand what processes should be in place to ensure it is a success. The presenter will discuss the key issues credit control teams are facing and what you can do to overcome them.

The knowledge gained on the course will equip you with the confidence and skills required to communicate with and obtain monies from late payers and ultimately run an effective and successful credit control operation.

What will you learn?

The course covers the following topic areas:

  • Purpose and importance of credit control
    • Sales / Profits / Customer service / Teamwork
    • Our key performance indicators
  • A contract and its terms and conditions
    • Due dates
    • Late payment legislation
  • Customer identity and credit assessment
    • PLC / Ltd / Partnerships / Sole Traders
    • New accounts
    • Credit limits
  • Organising the collection campaign
    • Calls / Letters / Sanctions / Legal action
  • Collection letters
    • How to make them effective
  • Telephone techniques
    • Preparation / A good approach / Negotiating
  • Collecting tough debts
    • Handling queries and disputes
    • Can’t pay or won’t pay
    • Cash flow problems
    • Bureaucracy

Extra benefits

  • A course pack containing the information presented on the day
  • A certificate of attendance
  • Complimentary refreshments and lunch provided

Course presenters

  • Barry Durman

    Barry has held a variety of line management positions in Customer Services and Credit Control and he now runs his own successful independent Credit Management Consultancy. He also has extensive experience of delivering training courses on all aspects of credit control. He is a Fellow of the Institute of Credit Management (FICM) and a Fellow of the Institute of Consulting (FCMC).

    View testimonials

Course dates

Online course dates

  • 20 & 21 March 2024 | 1:30pm-4:30pm Book