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Credit Control Training

Pre-requisites: Attendees must have completed the Induction Course and been working on a live Intact iQ system for more than 3 months. Attendees must also have authorisation from senior management in their business to receive this training.

Who should attend?

This course is aimed at the System Administrator/Credit Control Manager within an organisation. Typically, it applies to the user/or users who set the credit terms for customers and/or chase overdue accounts and need to see clearly and quickly who owes what. Ideally, they also need to have the ability to take action in the form of a recorded contact, letters, emails, SMS, penalty charges etc. Once configured, Intact iQ’s Credit Control allows for full implementation of your company’s credit control policy at the touch of a button.

You will learn:

  • The step by step process required for the extensive configuration needed to enable complete credit control
  • How to calculate detailed overdue balances
  • Viewing and interpreting aged overdue ledgers
  • Recording all interactions with customers concerning their overdue balances
  • How to action those interactions in the form of staggered debt letters, emails, SMS
  • Creating tasks on any actions taken
  • Generating Interest charges if desired

Benefits

This course will give the user a much better understanding of how the credit control module works within Intact iQ and an idea of the potential control one can have when enforcing credit control policy. This in turn will enable you to curb bad debts and wasted resources.

Course Costs/Volume Discounts

Course cost is €450/£400 per attendee inclusive of lunch & take-home course guide.

  • Save 25% if you register for a 3rd course or a 3rd attendee is registered in a 12 month period. The cost per course rate drops to €337/£300 for this 3rd booking.
  • Save 30% if you register for a 4th course or a 4th attendee is registered in a 12 month period. The cost per course rate drops to €315/£280 for this 4th booking and all subsequent bookings in that 12 month period.

Course registration

Please click the buttons below to register for your course.

  • Please note that for all UK courses the option to register will close 2 weeks before the course date.
  • If booking for multiple people a separate registration form will have to be completed for each attendee.
  • Full details regarding the agenda, start and finish times, details of your tutor, location details etc. will be issued to you within 48 hours of registering.

We look forward to welcoming you to the Intact Training Academy.

If you have any queries please contact training@intactsoftware.com

Terms & Conditions

Registrations will be accepted on a first come, first served basis.

We reserve the right to reschedule courses if minimum numbers are not met. Invoices will be issued in advance of the training course. Please note course cost refunds can only be provided where a minimum of 72 hours cancellation notice is provided.

Volume discounts only apply for courses taken within a calendar year.

To avail of volume discounts courses must be paid for in advance.

Course code
iQTR04
Half day
(light lunch provided)
Course dates

We have been using Intact iQ for a while now but I found the course really beneficial as I learnt a lot more about how to exploit some of the features we haven’t used yet.

Intact Customer, Intact Customer

The facilities are excellent as are the staff.  The course was a pleasure to attend and will definitely help me exploit the features and facilities that the Intact iQ system offers.

Intact Customer, Intact Customer

The course was a real eye-opener. It really helped me to uncover the power of the system. I am excited to get back to the office and start applying what I learnt today.

Intact customer, Intact Customer

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