Accounts Receivable: Mastering Billing & Collections
Overview
In this course, you’ll learn how to transform accounts receivable (AR) from a routine function into a strategic driver of cash flow, liquidity, and operational excellence. You’ll explore how to structure efficient billing processes, implement data-driven AR practices, and develop collections strategies that protect customer relationships while securing timely payments. With a focus on credit policies, technology systems, and performance metrics, you’ll gain the tools to lead AR with discipline and confidence. Whether optimizing a growing business or refining an established function, this course equips you with actionable strategies to tighten receivables, improve cash flow, and enhance the strategic impact of AR within your organization.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify the key components of a scalable and error-resistant billing process.
- Select appropriate accounts receivable performance metrics to monitor cash flow health.
- Recognize risk-based customer segmentation strategies to prioritize collection efforts.
- Determine appropriate escalation paths for overdue accounts, including legal and third-party options.
- Differentiate between proactive and reactive collection techniques to improve cash recovery.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Billing Foundations – Setting the Stage for Cash Flow
This module covers optimizing billing processes for accuracy, scalability, and integration with sales, using automation and technology to accelerate cash flow.
Lesson 2: Receivables Management – Optimizing the Middle Mile
This module teaches effective AR management, including credit policies, risk mitigation, and customer segmentation to reduce overdue balances, with a focus on cross-functional collaboration and performance metrics.
Lesson 3: Collections with Impact – From Overdue to Paid
This module transforms collections into a structured, professional process, teaching assertive leadership, effective strategies, and accountability to improve cash flow and AR’s strategic role.
Additional Information
CPD Hours: 5
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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