Credit Control Course
Professional Credit Control training course informationInstructor Led Credit Control Training
Credit Control Getting Paid Promptly
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.
20+ yearsTraining experience
1 dayAnyone responsible for cash flow
UK wideOn site or live online
Instructor Led Training
This course is practical, interactive and inclusive by design, built for small groups of up to 8 people so everyone gets real feedback on their own approach to credit control, not just a lecture. Training a bigger team? Just get in touch.
- Led by a trainer, not generic online learning
- Built around your own workplace scenarios
- Free phone & email support afterwards
Some of our clients
Getting paid promptly, without losing the customer
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.
Three ways to book your course
Send one or two people to a scheduled public course, or bring the whole team together in house or live online.
Option 1
Public Course
Classroom Place
£295 + VAT
One day classroom · per person
Preston, Liverpool, Manchester, Leeds & Birmingham
Preston, Liverpool, Manchester, Leeds & Birmingham
- Ideal for one or two people
- Learn alongside delegates from other organisations
- Reference materials & certificate
Option 2
In House
Full Day Group Course
£795 + VAT
Total group price
One day · up to 8 people
At your premises
At your premises
- Reasonable course tailoring included
- Trainer travel included
- Reference materials & certificates
Option 3
Live Online
Full Day Group Course
£745 + VAT
Total group price
One day · up to 8 people
Delivered via Microsoft Teams
Delivered via Microsoft Teams
- Same content, same trainer, from anywhere
- Reasonable course tailoring included
- Reference materials & certificates
Who should attend
This course is a must for anyone responsible for keeping cash flowing into the business. No previous training is needed.
*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.
Course Outline
1. Taking a Fresh Look at Credit
- 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
2. Changing Attitudes
- 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
3. People Pay People
- 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
4. Learning from Mistakes
- Using credit checks properly
- Picking up early problem signals
- Keeping the momentum going
- The dangers of complacency
More than just a training day
Tailored Content
Built around your team’s real workplace scenarios
Expert Trainers
Instructor led, at the pace of your attendees
Reference Materials
Handouts and supporting materials for every attendee
Certificates
Course completion certificate for each attendee
Free Aftercare
Telephone & email support after your course
Training created for every kind of brain
People don’t all learn the same way, and a great course shouldn’t assume they do. Every Keys Training course has been adapted for different types of learners, including neurodivergent attendees and people with disabilities, so everyone in the room gets the same value from the day.
Whether someone has dyslexia, ADHD, autism, a hearing or visual impairment, or simply prefers to learn by doing rather than listening, our trainers adjust the pace, materials and activities to suit the people in front of them.
Every course has been assessed by accessibility experts to make sure it’s accessible and beneficial for all.
Neurodiversity aware
Clear structure, plain language and varied activities that work for dyslexic, ADHD and autistic learners.
Accessible materials
Handouts and slides designed for readability, with formats adapted on request for individual needs.
Adjusted to the room
Small groups mean the trainer can flex pace, breaks and delivery style around each attendee.
Expert reviewed
Every course has been assessed by specialists to make sure it’s accessible and valuable for everyone.
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.
What will I be able to do after the course?
- 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
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.
Or call us on 0345 450 0051 to speak with a training advisor today.