Credit Control Training

Practical, Proven Training for Every Level of Your Business

At Pretium Cashflow Consultancy, we understand that effective credit control is not one-size-fits-all. That’s why we offer tailored training solutions for staff at every level. This includes frontline administrators, to credit controllers, to senior managers, business owners and even sales team. We believe that credit control is not an induvial or departmental practice, but require corporate compliance and engagement

Our training will help to equip your induvial person or team with the skills and knowledge necessary for them to make an impact. This is achieved by building confidence in the role, enhancing the understanding of risk, or improve how credit fits into wider cashflow plan of the business.

Who is it For?

New Starters: Will learn the essentials and basics from setting up accounts to chasing overdue invoices with professionalism and clarity.
Experienced Credit Controllers: Refresh and refine your approach with advanced strategies, handling objections, and resolving disputes efficiently and exploring new and diverse changes within the industry of credit management.
Team Leaders & Managers: Gain further insight into overseeing credit operations, reporting effectively, developing teams and aligning credit with business objectives.

What we cover

Setting up new customer accounts with appropriate credit checks
Understanding credit terms, risk flags, and account monitoring
Professional chasing by phone, email, and letter – what works, what doesn’t
Handling excuses and breaking the cycle of delayed payment
Managing disputes and credit notes with a clear internal process
Reducing bad debt and DSO with practical escalation strategies
Using systems to track, analyse, and improve performance
Deciding on legal action, how and when; if at all
Roleplays and scenario-based learning tailored to your industry

Simply put, the training designed will be for everyone within the business as credit control is a departmental responsibility but a panoramic business responsibility.

Delivery

We provide flexible training formats to suit your business needs:
Onsite sessions at your premises
Remote training via live Zoom/MS Teams
Off Site one- or two-day intensive workshops
Ongoing coaching for in-house teams

All sessions come with tailored materials, real-world examples, and actionable tools.

Why choose Pretium?

We don’t believe in generic training. Every session is built around your business, your customers, and your credit control challenges. We learn about your business and industry and tailor our training towards your need requirement to ensure the best outcome from the training.

Our training is not designed to simply payment, but to create individual and collective commercial thinking.