CREDIT CONTROL AND DEBT COLLECTION TRAINING

Train your team to chase payment properly

Give your team a proven way to collect aged debt. Practical training for anyone responsible for chasing payment, whether credit control is their main role or something they handle alongside finance, administration or operations. Your team will learn a simple collection process, proven techniques for approaching customers, how to handle excuses and disputes, how to negotiate payment and when an account needs escalating.

A practical collection process

Proven collection techniques

Better payment conversations

Stronger negotiation skills

Built for busy SME teams

Real situations and excuses

Debt recovered

£ 0 M+

Years experience

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Organisations supported

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Aged debt reduction in under three months

0 %+

WHY TRAINING MATTERS

Aged debt grows when chasing depends on who has time

In many smaller businesses, credit control sits with someone who is also managing accounts, administration, customer service or operations.

Chasing gets fitted around everything else, so the easiest accounts receive attention while more difficult debts remain untouched.

Without a clear process, people rely on repeated emails, accept vague explanations and delay difficult conversations. Training gives your team a practical method they can follow, including what to prioritise, how to approach each account and 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 level of training for your team

01

Full-day credit control and debt collection training

Comprehensive training covering the complete credit control process, from customer set-up and proactive contact through to aged-debt prioritisation, collection calls, rapport, questioning, excuses, disputes, negotiation, payment plans and escalation. Your team works through practical exercises and real collection situations, supported by a digital manual, workbook and tools they can use afterwards.

02

Get paid faster
masterclass

A focused session for SME owners and teams who need a straightforward process for getting outstanding invoices paid. Participants learn how to prioritise aged debt, improve their chasing rhythm, approach customers effectively, overcome common delays and decide what action to take next.

03

Cash collection and negotiation skills

Specialist training for people who chase payment by telephone and email. Your team learns how to prepare for contact, develop rapport, ask better questions, listen for the real reason behind non-payment, respond assertively and negotiate a specific payment outcome.

04

Focused credit control
sessions

Shorter training sessions that are built around one specific problem, such as prioritising aged debt, collection calls, difficult customers, repeated excuses, 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.

Prioritising aged debt

Use value, age, risk and payment history to decide which accounts need attention first.

Preparing to make contact

Review the facts, previous conversations, disputes and desired outcome before chasing.

Overdue invoice chasing

How to chase professionally and consistently whilst retaining your customer.

Effective communication

Remain professional, calm and assertive while keeping control of the conversation.

Credit control foundations

What good credit control looks like and how to keep control of payments

Handling excuses and delays

Respond to common delaying tactics and remove avoidable reasons for continued non-payment.

Negotiating payment

Ask for payment confidently, assess what the customer can pay and negotiate without conceding too quickly.

Payment plans

Agree realistic amounts, firm dates and clear consequences if an instalment is missed.

Disputes and queries

Identify what needs resolving, who owns it and when the collection process should restart.

Escalation and recovery

Recognise when reminders have stopped working and decide the appropriate next action.

TOOLS TO USE AFTERWARDS

Help your team put the training into practice

Depending on the training format, your team can receive:

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

Training shaped around the debts your team handles

We understand the current process

We discuss who handles credit control, how overdue accounts are managed and where collection currently stalls.

We focus the training

The content is shaped around your team’s responsibilities, experience and most common payment problems.

Your team gets trained

Participants work through realistic collection situations, customer behaviours, excuses and negotiations.

They leave with usable methods

Your team knows what to prioritise, what to say, what to record and what action should follow.

“I’ve already made changes to the way we operate. Really enjoyed the session. I thought the two subject matters went hand in hand and it was perfectly aimed at the small business owner. Being a small group was also perfect as the interaction between everyone in the room was really useful. I personally felt I got a lot out of it and have already made some small changes to the way we operate which in time will make a big difference to our cash flow. Can’t wait to see what you come up with next!”

Ross Batting

3B Hire

WHO THE TRAINING IS FOR

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.

You may need practical support first if: There’s no clear credit control process, payment terms or invoicing issues are delaying collection, nobody owns credit control internally or aged debt already needs urgent review.

In that case, the Credit control review and setup or Aged debt action plan and templates may be the better first step.

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

Practical changes. Measurable results.

Training built on real credit management experience.

The methods taught in our training come from more than 30 years of credit management experience, over £25 million recovered and work supporting more than 500 organisations.

These practical collection disciplines have been used to reduce aged debt, resolve payment obstacles and stop overdue accounts being repeatedly carried into the next month.

0 %

Reduction in aged debt within four months.

0 %

Reduction in aged debt by month three.

£ 0

Aged debt outstanding by January 2026.

How Go Live Data reduced its aged debt to £0

THINGS YOU NEED TO KNOW

Credit control training questions

What does credit control training cover?

Training can cover the complete process for preventing and collecting aged debt, including prioritising accounts, preparing collection calls, building rapport, questioning, active listening, negotiation, disputes, payment plans, follow-up and escalation.

Is this suitable for someone who isn’t a credit controller?

Yes. Much of the training is designed for people who handle credit control alongside finance, administration, customer service or operational responsibilities.

Will the training help with difficult payment conversations?

Yes. Participants learn how to prepare, open the conversation, ask effective questions, respond to excuses, remain assertive and negotiate a specific payment outcome.

Does the training cover the wider credit control process?

Yes. Training can include customer information, payment terms, invoice checks, proactive contact, chasing cycles, aged-debt prioritisation, query management, payment plans and escalation.

What training options do you offer?

Choose from full-day credit control and debt collection training, the Get paid faster masterclass, Cash collection and negotiation skills or a focused session covering one specific problem.

Can the training use situations from our own aged debtor ledger?

Yes. Training can be shaped around the customer behaviours, payment obstacles and collection situations your team regularly encounters.

Do participants receive training materials?

Depending on the format, participants can receive a digital manual, workbook, collection-call guidance, email templates, negotiation prompts and a practical follow-up plan.

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.

Enquire about credit control training

Fill in the form and we’ll be in touch to discuss the right training option for your team, based on your current credit control process and the debts you need to collect.

Send Message

info@collectwise.uk

Call Us

01865 306 753