Receivables Management – Credit Policy and Accounts Receivable Strategies Training Course, offered at Oxford Training Centre, provides a structured and practical framework for professionals seeking to optimise their organisation’s credit control, billing, and collections functions. Focused on reducing financial risk, accelerating collections, and improving cash flow, this course examines the principles and execution of strong receivables policies and strategic credit governance.
Positioned as a core part of Accounting Finance and Budgeting Training Courses, the programme provides deep insight into the entire lifecycle of receivables—from credit evaluation and billing through to collection strategies and dispute resolution. Emphasis is placed on creating effective policies and deploying procedures that minimise bad debts, reduce Days Sales Outstanding (DSO), and increase working capital efficiency.
Through analytical models and hands-on case exercises, participants will explore the integration of credit scoring systems, customer payment behaviour analysis, and performance metrics to enhance their receivables and credit control environment. The course also addresses compliance with internal controls, customer communication protocols, and financial risk mitigation strategies across diverse industries and business structures.
Whether managing high-volume receivables or overseeing a specialised credit team, this receivables management training course is structured to equip finance and credit professionals with the tools, policies, and analytical frameworks necessary to ensure stability, predictability, and control over accounts receivable functions.
Objectives
- Design and implement effective credit control procedures and policy training tailored to organisational risk appetite.
- Improve the efficiency of accounts receivable and collections process training through policy enforcement and performance tracking.
- Apply structured frameworks for credit scoring and credit decision processes to support onboarding and limit assessment.
- Establish standard operating procedures for dispute management, debt recovery, and credit term negotiation.
- Reduce Days Sales Outstanding (DSO) through analytical methods and actionable receivables turnover improvement tactics.
- Assess and segment customer risk using payment behaviour analytics and customer profiling models.
- Align credit and receivables strategies with working capital and liquidity management objectives.
- Optimise billing cycles, AR ledger accuracy, and internal controls as part of AR policy and procedures training.
Target Audience
- Accounts Receivable Managers, Credit Controllers, and Collections Officers managing receivables portfolios.
- Finance Managers and Controllers seeking to reduce bad debts and increase collection performance.
- Billing and Revenue Assurance Officers needing deeper knowledge of AR ledger and billing cycle optimization.
- Corporate Treasury staff managing liquidity and short-term working capital.
- Risk Analysts and Credit Evaluators involved in setting customer credit limits and terms.
- Internal Auditors assessing AR and credit policy controls.
- Professionals transitioning into receivables, credit, or revenue-focused roles in finance.
- Business Owners and Commercial Managers seeking to apply customer credit evaluation courses and cash flow improvement techniques.
How Will Attendees Benefit?
- Increase confidence in applying effective credit policy development courses that mitigate financial exposure.
- Gain tools and templates to conduct robust customer credit assessments and monitor high-risk accounts.
- Improve collection performance through practical receivables collection strategies courses tailored to customer types.
- Understand legal and financial implications of poor credit governance and how to avoid common receivables pitfalls.
- Align AR strategies with treasury, sales, and operations to drive unified credit-risk strategies.
- Implement key KPIs to measure receivables turnover, DSO, and billing efficiency.
- Manage the full credit lifecycle from onboarding through collections using best-practice workflows.
- Contribute to improved profitability by reducing disputes, bad debts, and delayed payments.
Course Content
Module 1: Foundations of Receivables and Credit Management
- Overview of the receivables cycle and its impact on financial health
- Objectives of effective receivables management courses
- Key metrics: turnover, DSO, ageing, and collection ratio
Module 2: Credit Policy Design and Implementation
- Components of a structured credit policy development course
- Aligning credit terms with customer risk and market exposure
- Documentation, approval workflows, and internal compliance controls
Module 3: Credit Assessment and Customer Evaluation
- Introduction to customer credit evaluation courses and rating models
- Assessing financial statements and behavioural indicators
- Setting, reviewing, and adjusting credit limits with real-time data
Module 4: Billing Cycle and AR Ledger Management
- Standardising billing operations and dispute handling
- Managing AR ledgers for accuracy, audit, and reconciliation
- Integration with ERP and financial reporting systems
Module 5: Receivables Collection and Recovery Strategies
- Structuring a proactive receivables collection strategies course
- Negotiation and communication techniques with customers
- Segmentation of receivables portfolios by risk and payment trends
Module 6: Credit Control Procedures and Risk Mitigation
- Application of credit control and receivables training standards
- Implementing internal controls for fraud and credit misuse
- Designing escalation paths and recovery processes
Module 7: Optimising Working Capital through Receivables
- Relationship between AR and corporate liquidity
- Improving cash flow through receivables management
- Aligning AR targets with treasury forecasts and payment cycles
Module 8: Bad Debt Management and Dispute Resolution
- Strategies for bad debt forecasting, provisioning, and reduction
- Case studies in bad debt management and reduction strategies
- Customer dispute resolution processes and AR recovery audits
Module 9: Analytics, Reporting, and KPIs in AR
- Dashboards for credit control and collection efficiency
- Benchmarking DSO, ageing, and receivables performance
- Risk-adjusted reporting for strategic AR planning
Module 10: Compliance, Ethics, and Governance in Credit Management
- Ethical considerations in credit extension and collections
- Governance frameworks and policy enforcement
- Legal frameworks and cross-border credit risk implications