IN-HOUSE & ONLINE TRAINING
Credit control training for teams that need to get paid
Practical training for finance, accounts, administration and operations teams responsible for chasing overdue invoices. Your team learns how to prioritise aged debt, handle payment conversations, challenge excuses, negotiate commitments and know when to escalate.
Available as in-house or online credit control training, shaped around the situations your team deals with.
A practical collection process
Proven collection techniques
Better payment conversations
Stronger negotiation skills
Built around your team
Real situations and excuses
Aged debt reduction in under three months
WHY TRAINING MATTERS
Aged debt grows when chasing is inconsistent
When people don’t have a clear collection process, overdue accounts get handled differently depending on who is chasing, how comfortable they feel making the call and which customer is easiest to deal with.
Training gives your team a practical method for prioritising debt, approaching customers, handling excuses and deciding what should happen next.
Chasing is inconsistent
Overdue accounts are contacted when someone remembers or finds time.
The wrong debts get attention
Easy accounts are chased while larger or riskier debts continue to age.
Calls feel uncomfortable
People rely on emails because they’re unsure what to say on the telephone.
Excuses go unchallenged
“We’ll pay at the end of the month” is accepted without further questions.
Queries stop collection
A dispute is raised, but no one takes ownership of getting it resolved.
Escalation happens too late
The same reminders continue long after a firmer response is needed.
TRAINING OPTIONS
Choose the right credit control training for your team
01
Full-day credit control and debt collection training
Comprehensive training covering the full collection process, from aged-debt prioritisation and proactive contact through to calls, questioning, disputes, negotiation, payment plans and escalation.
Includes practical exercises, a digital manual, workbook and tools your team can use afterwards.
02
Get paid faster
masterclass
A focused session for owners and teams who need a clearer process for getting overdue invoices paid.
Covers prioritising debt, improving chasing, handling common delays and deciding what action to take next.
03
Cash collection and negotiation skills
Specialist training for people who chase payment by telephone and email.
Learn how to prepare for contact, ask better questions, uncover the reason behind non-payment and negotiate a specific payment commitment.
04
Focused credit control
sessions
Shorter sessions built around one specific problem, such as collection calls, difficult customers, broken payment promises, disputes, payment plans or escalation.
PRACTICAL COLLECTION SKILLS
A complete method for getting overdue invoices paid
Training can cover the full credit control process or concentrate on the areas where your team needs the most support.
TOOLS TO USE AFTERWARDS
Practical tools your team can use after the training
Depending on the training format, your team can leave with:
- Credit control process guide
- Aged-debt prioritisation method
- Collection call preparation sheet
- Payment call structure
- Questioning and listening prompts
- Common excuse-handling guidance
- Negotiation and payment-plan guidance
- Overdue invoice email templates
- Escalation checklist
- Follow-up action plan
HOW IT WORKS
Credit control training shaped around the debts your team handles
1
We understand the current process
We discuss who handles credit control, how overdue accounts are managed and where collection currently stalls.
2
We shape the training
The session is tailored around your team’s responsibilities, experience and the payment problems they encounter most often.
3
Your team works through real situations
Participants practise realistic customer behaviours, excuses, disputes and negotiation scenarios relevant to your business.
4
They leave knowing what happens next
Your team knows what to prioritise, what to say, what to record and when an overdue account should move to escalation.
WHO IT'S FOR
Credit control training for anyone responsible for getting invoices paid
This training is suitable for:
- Finance and accounts teams
- Credit controllers
- Administrators responsible for chasing invoices
- Office and operations managers
- Business owners overseeing credit control
- Bookkeepers managing collection for clients
- Employees who handle credit control alongside another role
No previous credit control training is required. Sessions can support people who are new to chasing payment as well as experienced team members who need a stronger process or better collection techniques.
Training might not be the first step if:
- there’s no clear credit control process
- invoicing or payment terms are causing the delays
- nobody owns credit control internally
- the aged debtor ledger already needs urgent attention
In that case, start with our credit control consultancy or Aged debt action plan.
Help your team collect more of the money you’ve already earned
Tell us who handles your credit control, the types of overdue accounts they’re dealing with and where the process currently gets stuck. We’ll recommend the most suitable training format for your team.
PROVEN IN PRACTICE
Training built on real credit control experience
The methods taught by Collect Wise come from more than 30 years of credit management experience, over £25m recovered and work supporting more than 500 organisations.
They’re based on the same practical collection disciplines used to reduce aged debt, resolve payment obstacles and stop overdue accounts drifting into another month.
Reduction in aged debt within four months.
Aged debt outstanding by January 2026.
How Go Live Data reduced aged debt by 42% in four months
THINGS YOU NEED TO KNOW
Credit control training questions
What does credit control training cover?
Training can cover the complete process for collecting overdue invoices, including aged-debt prioritisation, collection calls, questioning and listening, handling excuses, disputes, negotiation, payment plans, follow-up and escalation.
Who is credit control training suitable for?
Training is suitable for credit controllers, finance and accounts teams, administrators, operations staff, business owners and anyone responsible for getting customer invoices paid. No previous credit control training is required.
Do you provide in-house credit control training?
Yes. Collect Wise can deliver in-house credit control training for teams and can shape the session around your business, current process and the payment situations your staff regularly encounter.
Can the training be delivered online?
Yes. Training can be delivered online or in person depending on the format, location and needs of your team.
Will the training help with difficult payment conversations?
Yes. Participants learn how to prepare for calls, ask better questions, listen for the reason behind non-payment, respond to excuses and negotiate a clear payment commitment.
Does the training cover the wider credit control process?
Can the training use situations from our own aged debtor ledger?
Yes. Training can be shaped around the types of overdue accounts, payment obstacles, customer behaviours and collection conversations your team deals with.
What do participants receive after the training?
Depending on the format, participants can receive practical tools including a digital manual, workbook, collection-call guidance, email templates, negotiation prompts and a follow-up action plan.
TRAIN YOUR TEAM
Enquire about credit control training
Tell us who handles credit control, where your team gets stuck and the types of overdue accounts they deal with. We’ll recommend the most suitable training format and focus for your business.