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Business & Office Skills

Credit Control

Getting paid promptly, without losing the customer

A practical one day course that gives your team a strategic approach to credit control, so you get paid promptly while keeping the customer relationship intact. Delivered at your premises or live online.

Length1 day
LevelAll levels
FormatsIn-house · Live online · Public
Group sizeUp to 8 per group
Overview

About the Credit Control course

Cash flow is under constant pressure in the current climate. Prompt payment allows for greater efficiency, builds confidence and helps ensure survival. There is often a natural tension between getting paid and keeping the customer, and this one day course sets out a strategic approach to getting paid while protecting that relationship.

With trainers based across the UK, we bring this course to your premises nationwide, run it live online via Microsoft Teams, or welcome you to one of our public course venues. Wherever your team is based, we can deliver it.

It pairs well with our Finance for Non Financial Managers course, or run this course as a live remote class via Microsoft Teams.

  • Free training needs analysis before your course
  • Tailored with your real workplace scenarios
  • Free telephone & email support after your course
Assess & Prioritise

Know who owes you and focus your effort where it matters, using the 80/20 rule.

Confident Conversations

Build rapport and hold difficult money conversations without damaging the relationship.

Spot the Warning Signs

Recognise early signals of payment problems before they become bad debt.

Stay Compliant

Keep the law on your side while pursuing the payments you are owed.

Course outline

What the day covers

4 modules · tailored to your team on in-house courses
Taking a Fresh Look at Credit6 topics
  • What constitutes a debt
  • Are your terms and conditions effective
  • Who owes you money, and the 80/20 rule
  • Are traditional methods of credit control still working
  • Does taking customers at any price make sense
  • Keeping the law on our side
Changing Attitudes5 topics
  • Being positive about our product or service
  • The need to stay competitive
  • Attitude to talking about money
  • Changing customers’ attitude towards us
  • Attitude towards first contact
People Pay People10 topics
  • Organisation and preparation
  • Making an individual accountable
  • Building a relationship before barriers are up
  • Communication and influencing skills
  • The power of the telephone
  • Empathy and psychology
  • Timing of ongoing calls
  • Establishing good practice
  • Gaining commitment to pay
  • Countering excuses
Learning from Mistakes4 topics
  • Using credit checks properly
  • Picking up early problem signals
  • Keeping the momentum going
  • The dangers of complacency
Outcomes

By the end of the course, delegates will be able to

  • Take a more strategic approach to getting paid
  • Handle difficult money conversations with confidence
  • Spot early warning signs of payment problems
  • Use credit checks properly
  • Balance getting paid with keeping the customer
Courses & fees

Ways to book this course

Public Course

Classroom Place

£295+ VAT
One day classroom · per person · Preston, Liverpool, Manchester, Leeds & Birmingham
  • Ideal for one or two people
  • Learn alongside delegates from other organisations
  • Reference materials & certificate
View dates
In House

Full Day Group Course

£795+ VAT
Total group price · One day · up to 8 people · At your premises
  • Reasonable course tailoring included
  • Trainer travel included
  • Reference materials & certificates
Request a quote
Live Online

Full Day Group Course

£745+ VAT
Total group price · One day · up to 8 people · Delivered via Microsoft Teams
  • Same content, same trainer, from anywhere
  • Reasonable course tailoring included
  • Reference materials & certificates
Request a quote

In house and live online prices are per course for up to 8 attendees and include reasonable tailoring and supporting reference material; the in house price also includes trainer travel. Public course price is per delegate. Book 2 or more delegates on the same course and receive significant discounts, click here for information. Training a larger group or several teams? Speak to our team and we’ll help you work out the best way to run it.

Is it right for you?

Who the course is for

Who should attend

This course is a must for anyone responsible for keeping cash flowing into the business. No previous training is needed.

Public course dates

Join a scheduled course

One-day courses, 9:30am to 4:30pm, with refreshments, lunch, reference materials and a certificate. Book 2 or more places for a discount.

DateVenuePriceBook
Wednesday 21 October9:30am to 4:30pm Liverpool £295 + VAT per delegate Request a place
Wednesday 28 October9:30am to 4:30pm Leeds £295 + VAT per delegate Request a place
Wednesday 4 November9:30am to 4:30pm London £295 + VAT per delegate Request a place
Wednesday 4 November9:30am to 4:30pm Manchester £295 + VAT per delegate Request a place
Wednesday 11 November9:30am to 4:30pm Birmingham £295 + VAT per delegate Request a place
Wednesday 11 November9:30am to 4:30pm Preston £295 + VAT per delegate Request a place
Wednesday 18 November9:30am to 4:30pm Liverpool £295 + VAT per delegate Request a place
Wednesday 25 November9:30am to 4:30pm Leeds £295 + VAT per delegate Request a place
Monday 4 January9:30am to 4:30pm Liverpool £295 + VAT per delegate Request a place
Tuesday 5 January9:30am to 4:30pm Birmingham £295 + VAT per delegate Request a place

All 20 dates for this course

Every course includes

More than just a training day

Dedicated account managerOne named contact who knows your organisation and your history with us.
Pre-course evaluationFree skills check forms so every delegate lands on the right level.
Course tailoringWe plan and customise closed courses around your roles, systems and files.
CertificatesA Keys Training certificate for every attendee, for training records and ESR.
Management feedbackPost-course feedback reviews so you can see what landed.
Free aftercareTelephone and email support for every delegate after the course.
Good to know

Frequently asked questions

Who is this course for?

Anyone responsible for chasing payment and keeping cash flowing into the business, including credit controllers, finance staff and anyone who deals with customer accounts. No previous training is needed.

Can the course be delivered remotely?

Yes. As well as running the course at your premises, we deliver it as a live online class via Microsoft Teams, the same trainer led day, at a lower group price.

Can the course be tailored to our organisation?

Yes. The closed, in house course is customised to your requests, using your own real workplace scenarios where helpful, with reasonable tailoring included in the fee.

How much does the course cost?

A tailored in house course is £795 + VAT, or £745 + VAT delivered live online, both for up to 8 attendees. A place on a scheduled public course is £295 + VAT per delegate, with discounts for booking 2 or more delegates on the same course.

Where do you deliver public courses?

We run scheduled one day public courses at our venues in Preston, Liverpool, Manchester, Leeds and Birmingham. Prefer an in house or live online course instead? Those run UK wide, wherever your team is based.

Do your trainers travel to deliver in house training?

Yes. We have trainers based across the UK, and trainer travel is included in the price of every in house course, there’s no extra charge for us to come to your premises, wherever you’re located.

Ready to get paid promptly and keep the customer?

Speak with a training advisor to arrange a tailored Credit Control course for your team, at your premises, live online or on a public course.

Make an EnquiryEmail an Enquiry

Or call us on 0345 450 0051 to speak with a training advisor today.

Get your team trained properly.

Tell us the course, rough numbers and where you are. A training advisor will reply within one working day with options and a fixed fee.

Build your quote or call a training advisor0345 450 0051
From£795 + VAT per group of up to 8Get a quote
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