Accounts Receivable Management and Collection Techniques


Course introduction

This is an intensive workshop on accounts receivable management. While sales are important, it is more crucial that the amounts sold on credit are ultimately collected on a timely basis with minimal bad debt losses.
The workshop trains participants on how to define a credit strategy, implement a credit policy, understand and interpret the fundamental information in financial statements, monitor accounts receivable outstanding and improve the effectiveness in the collection of accounts receivable.

Course Benefits

Upon completion of this workshop, participants will be able to;

  • To be able to define a credit strategy
  • To be able to implement a credit policy
  • To be able to understand to understand and interpret the fundamental information in financial statements
  • To be able to monitor accounts receivable outstanding
  • To improve the effectiveness of the collection of accounts receivable

Target Audience

A person who is involved directly or indirectly with the responsibilities of sales, marketing, credit approval, credit review and collection.

Course Outline

  • Understanding the need for credit sales
  • Understanding the need for a credit policy
  • Gathering credit information
  • Understanding financial statements
  • Applying basic financial analysis of financial statements
  • Monitoring accounts receivables
  • Knowing the reasons for slow collections
  • Pre-empting excuses for not paying promptly
  • Seeing tell-tale signs of potential bad debts
  • Using collection techniques
  • Case Study & Practical Exercises
Please bring along a calculator.

Available Course Sessions

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Trainer Profile


Raymond holds a Bachelor of Business Administration degree from the University of Singapore, as well as a Master of Applied Finance degree from Macquarie University, Sydney. He has more than 35 years of working and training experience in the areas of accounting and finance. He will share his past direct experience in the areas of credit and accounts receivable management at a factoring company and financial institutions.

Furthermore, he has conducted numerous training and seminars for training institutions, universities, corporate clients and the public. To make the training interesting, he uses simple daily analogies to explain complex concepts for easy understanding.