Beginner
user training

CreditManager

The beginner user training is designed for those who are new to CreditManager or looking to build a strong foundation in using the software effectively.

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CreditManager

Agenda

The training is scheduled for the following days:

  • November 30th 2026 (NL)
  • January 12th 2027 (NL)
  • March 1st 2027 (NL)
  • May 18th 2027 (NL)
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Learning goals

After completing the beginner user training for CreditManager, you will

  • Have acquired essential CreditManager skills for effective use

  • Improve your efficiency in day-to-day tasks

  • Boost your financial management tasks within the software.

Practical information

  • Duration: Full-day training from 09:00 to 17:00

  • Location: Paasheuvelweg 9a, 1105 BE Amsterdam

  • What to bring: For our on-site training, you will need to bring your laptop.

Get in touch with us

If you have any questions or require support regarding the training, please feel free to contact our Customer Success Management team.
Email our team
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What to expect and what you’ll learn

Agenda

Introduction

  • Welcome and introductions
  • Overview and key objectives

Session 1 - CreditManager basics

  • General layout of CreditManager
    • Main menu and tabs navigation
    • Search functionality and user settings
  • Dashboard overview: Contents, data totals, graphs, last import
  • Relations page grid: Basic customisation and filtering
  • Beginner exercises: CreditManager basics

Session 2 - Debtor cockpit essentials

  • View and manage invoice details
  • Access and update contact persons
  • Manage emails and the general mailbox
  • View and organise documents

Lunch break

Session 3 - Interactive part

  • Beginner exercises: Debtor cockpit

Session 4 - Clustering & agenda

  • Explanation of clustering
  • Agenda management
  • Action handling: Skip and add actions
  • Beginner exercises: Agenda

Session 5 - Invoices & bulk actions

  • Handling invoice actions: Payment promises, settlements, disputes
  • Beginner exercises: Subflows
  • Bulk processing: Efficiently manage actions

Wrap-up

  • Key takeaways
  • Q&A session
  • Next steps and additional learning resources
  • Feedback survey
  • Certification hand-out
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Agenda
Credit Health Scan
Your receivables are costing you.
Do you want to know how much?
Est. time: 3 minutes
Start Scan
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What is the annual revenue of your organization?

What are your standard payment terms with customers?

How many FTEs are in your credit management department?

How many invoices does your organization send annually?

How many days on average do your customers pay past your payment terms?

Which system do you primarily use for accounts receivable management?

What percentage of your invoices is paid after the due date?

How does your reminder process for outstanding invoices work?

How quickly do you have insight into your total accounts receivable position?

How do you assess the credit risk of new customers prior to delivery?

How are payment agreements with customers recorded in your organization?

How do you forecast your expected cash flow for the next four to eight weeks?

What percentage of your annual revenue do you write off as bad debt on average?

How do you handle invoice disputes and payment discrepancies?

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