Client Portal - Collection View & Actions
Collection Management: Cases, View, and Filters
Section titled “Collection Management: Cases, View, and Filters”The Collections view provides a list of all outstanding debts and collection cases currently being managed by your partner (us). This view offers a timeline of events and detailed financial summaries for each case.
1. Collection Table Overview
Section titled “1. Collection Table Overview”The main table lists all active collection cases and provides essential status and financial summaries.
Collection Table Columns
Section titled “Collection Table Columns”| Column Name | Description |
|---|---|
| Collection no. | The unique identifier for the collection case. |
| Debtor | The identifier of the customer/debtor. |
| Product | The financial service product tied to the collection. |
| OCR | The OCR number or payment reference associated with the case. |
| Invoices | The count of individual invoices included within this collection case. |
| Total to pay | The sum of all amounts (capital + fees + interest) currently due for this case. |
| Balance | The current outstanding balance on the case. |
| Ledger Status | The status of the debt within the financial ledger. |
Filter Sidebar
Section titled “Filter Sidebar”The filter sidebar allows you to segment the collection cases by their current status and legal standing.
| Filter Option | Description |
|---|---|
| Collection | Filters by general collection status. |
| Watch | Cases that are being actively monitored. |
| Legal | Cases that have entered a formal legal process. |
| Execution | Cases where legal enforcement or execution is active. |
| Judgement | Cases where a formal court judgment has been issued. |
| Order to pay | Cases where a formal order for payment has been issued. |
| Debt Settlement | Cases undergoing a formal debt settlement process. |
| Bank/Dispute | Cases that are being disputed or involve bank actions. |
| Part payment planned/asserted | Cases where a payment plan is either planned or already active. |
| Date settlement | Cases that are pending or have reached a settlement date. |
| Corporate Reorganization | Cases involving corporate restructuring. |
| Bankruptcy/Monitoring | Cases where the debtor has declared bankruptcy or is under monitoring. |
| Summons before BF/Summons before VS | Legal filters related to summons stages. |
| Payment request sent for service | Cases where a formal payment request has been submitted. |
| Disputed | Cases that are currently under formal dispute by the debtor. |
2. Collection Case View
Section titled “2. Collection Case View”Clicking on a collection number opens a detailed view of the individual case, split into Information, Balance, Events, and History.
Information and Balance Panel
Section titled “Information and Balance Panel”This top section provides a financial summary and core details of the collection case.
| Section / Field | Description |
|---|---|
| Collection No. | The unique identifier for this case. |
| Debtor | The debtor’s identifier. |
| Identification number | The debtor’s national or legal ID number. |
| Status | The current status of the collection case. |
| Phone | The debtor’s phone number. |
| The debtor’s email address. | |
| Address | The debtor’s registered address. |
| Balance Breakdown | Shows the itemized financial status: Original amount, Interest, Reminder fees, Collection fees, and Payments. |
| Amount to pay | The total current amount required to settle the collection case. |
| Connected Invoices | Details the bank account or location where payments should be made, including links to connected invoices. |
Events Timeline
Section titled “Events Timeline”The Events timeline provides a visual, chronological representation of the collection process for this case.
- Timeline Markers: Indicates key milestones such as Errand created, Notification sent, Purchase, and Collection claim sent.
- Purpose: Allows you to quickly visualize the process flow and track dates for legal and administrative steps.
History Tab (Detailed Audit Log)
Section titled “History Tab (Detailed Audit Log)”The History tab provides a granular, auditable list of every financial and operational action taken on the case.
| Column Name | Description |
|---|---|
| Date | The date the event occurred. |
| Time | The time the event occurred. |
| Type | The category of the action (e.g., Financial, Ledger event, Collection event). |
| Description | Detailed explanation of the event. |
| Amount | Any associated monetary value. |
| Balance | The resulting balance after the event. |
Collection Case Actions Menu
Section titled “Collection Case Actions Menu”Within the Collection Case View, the Actions Menu offers specific controls for managing the debt.
| Action Name | Description |
|---|---|
| Download debt specification | Downloads a detailed financial specification of the current debt balance and charges. |
| Download collection claim | Downloads the formal document used to submit the collection claim. |
| Pause | Temporarily halts further automated processing of the collection case. |
| Writeoff/Fee/Interest | Records a formal write-off against the capital, fees, or interest portions of the debt. |
Invoice view in Collection
Section titled “Invoice view in Collection”If an invoice is in Collection, it is clearly marked in the invoice view: