Credit Management & Debt Collecting Course

Healthy cash flow is the lifeblood of every organisation. This course is designed to equip participants with the techniques and skills to effectively manage and control cash and debt collection while at the same time maintaining positive customer relations.

Effective telephone skills combined with good communication and persuasiveness skills are essential tools when dealing with credit management and debt collection issues.


1 Day

Learning Objectives:

At the end of the course, participants will be able to:

  • Manage credit and debt collection more effectively
  • Understand the importance of planning in the debt collecting process
  • Have a structure to follow when making calls
  • Be able to identify different customer types
  • Be able to handle difficult customer situations
  • Handle customer excuses
  • Know how to identify problem accounts
  • Structured follow-up procedures

Course Content

  • Planning the call
  • Checking debtor's details
  • Examination of terms
  • Customer types
  • Making the call
  • Communicating effectively
  • Introducing yourself and the reason for calling
  • Questioning to control the call
  • Committing the debtor to pay the account 
  • Creating urgency
  • Handling excuses
  • Building on replies to suggest solutions
  • Reaching agreement
  • Follow up action
  • Emails and letters
  • Keeping records
  • Evaluating the calls

        Course only available on an in-company basis.

Contact the Centre to discuss your requirements or to arrange a course.

       T:  091 528777 


         Or click on the ENQUIRE button below.