Goal
Update debtor contact information, identity details, location, or claim amounts and dates for a case that has not yet been validated by the collection partner. The debtor type and country can only be changed before the collection partner starts reviewing the case. Once a partner is working the case, you cannot edit the debtor yourself - request changes through the case chat.
Prerequisites
You have an active Debitura client account
You know which case you need to update
When you can edit
Your editing options depend on where your case is in the case lifecycle. The table below shows what is available at each stage.
Case Status | Basic fields (name, email, phone, address) | Jurisdiction | Debtor type | Amount and dates | Notes |
Pending Verification, while Debitura is still checking the case (also Pending Contract Signing) | Yes | Yes, by changing the country (and the state for a US debtor) | Yes | Yes | A debtor type or country change can move the case to another collection partner and can change the success fee. You see Debitura's check and the collection partner's review as one Pending Verification status. |
Pending Verification, once the collection partner is reviewing the case | Yes | No | No | Yes | The debtor type, country and jurisdiction are locked. The edit form shows the reason under each locked field. |
Leads | Yes | No | No | Yes | Basic fields and amounts can still be edited. The debtor type, country and jurisdiction are locked. No case chat is available in this status. To communicate with quoting partners, use the lead question chat on the lead page. |
Leads Quote Given | No | No | No | No | No edits are allowed. Close the lead via the pull-back option and recreate the case with corrected information. |
Active, Paused, or Needs Additional Details | No | No | No | No | The partner is working on the case, so you cannot edit the debtor yourself. Request changes through the case chat: the partner can correct the debtor's name, contact details, address and debtor type (the type only while they still handle the corrected type). The country and jurisdiction can no longer be changed. |
Steps to edit debtor information
Go to your Cases list and open the case you want to edit
Locate the debtor information section on the case details page
Click the edit option to open the debtor update form
Update the fields you need to change (see "What you can edit" below)
Save your changes
What you can edit (debtor fields)
Contact information: Email, phone number
Identity information: First name, last name (for individuals), company name, company registration number, debtor type (Company or Private - only before the collection partner starts reviewing the case)
Location: Address, zip code, city, country (and the state for a US debtor), which set the jurisdiction - country and state only before the collection partner starts reviewing the case
Important: Jurisdiction and debtor type changes
When you can change them. You can change the debtor type and the country (and the state for a US debtor, which together set the jurisdiction) only while Debitura is still checking the case - in Pending Contract Signing or the first part of Pending Verification. You see Debitura's check and the collection partner's review as one Pending Verification status. Once the collection partner starts reviewing the case, these fields are locked and the edit form shows the reason under each of them. They stay locked for you from then on.
What a change can do. A debtor type or country change can move the case to another collection partner and can change the success fee, and a warning under the changed field says so. Before you can save, the system checks that a collection partner covers the new details and that you have signed a Power of Attorney with that partner. If not, the reason is shown under the changed field - with a link to sign the Power of Attorney where that is the fix - and saving waits. If the success fee changes, the form shows the old and new fee and asks you to confirm before saving. An agreed special rate, such as an accepted partner quote, is kept without a question, and after saving a notice confirms that the rate was kept and names the new partner.
After the collection partner has started reviewing. If the debtor type turns out to be wrong later, you cannot correct it yourself. On an Active, Paused or Needs Additional Details case, ask the collection partner in the case chat: the partner can correct the debtor type as long as they still handle the corrected type, and the case then stays with them at the same success fee. The country and jurisdiction cannot be changed once the collection partner has started reviewing the case. If you are unsure what is possible, contact support.
Steps to edit claim details (amount and dates)
Go to your Cases list and open the case you want to edit
Locate the claim amount section on the case details page
Click the edit option to modify the claim details
Update the fields you need to change
Review the price confirmation. If your new amount falls into a different fee bracket, the platform shows the current and proposed success fee percentage and asks you to confirm before saving - small movements of 0.1 percentage points or less apply automatically. Note: if your case has a custom agreed rate (such as an accepted partner quote), that rate is preserved and not re-priced when you edit the amount.
Save your changes
While you are allowed to edit the case amount, a case submitted with several invoices of different ages carries its principal split across age bands. On such a case the amount fields show one principal per age band instead of a single principal, with a derived total. Pricing is evaluated from the corrected split and shown to you before you save, and a custom agreed rate is preserved. The due date cannot be changed while pricing follows the age breakdown.
What you can edit (claim fields)
Principal amount (gross amount)
Currency (with restrictions; see edge cases below)
Invoice date and due date (the due date is locked on a case priced from an age breakdown)
Optional comment explaining the change
Result
After saving, your changes are applied immediately. The system records all changes in an audit trail. If you changed the debtor type or country while Debitura was still checking the case, the case may move to another collection partner that covers the new details.
Requesting changes after partner validation
Once a case has been validated by the collection partner, your options depend on the specific status:
Active, Paused, or Needs Additional Details cases
The partner is working on the case, so you cannot edit the debtor or the claim yourself. Every change goes through the partner via the case chat in the Communication Center. The partner can correct the debtor's name, contact details, address and debtor type (the type only while they still handle the corrected type); the country and jurisdiction cannot be changed. To request a change:
Open the case and go to the chat section
Send a message describing what needs to change
Attach documentation if you are changing amounts or key details
The partner receives a task with a two business day deadline
The partner updates their system and replies via chat
Your task closes automatically when the partner responds
Leads Quote Given cases
Direct editing is not available and there is no active partner chat. Close or withdraw the case using the pull-back option and recreate it with the correct information.
Leads cases
Name, contact, address and amount edits are still available directly. The debtor type, country and jurisdiction are locked at this stage. For anything that cannot be edited here, closing the lead and recreating the case is the way. Note that there is no case chat in Leads status. To ask questions about quotes, use the lead question chat on the lead detail page.
For any early-stage case not yet actively worked by a partner, you can also close or withdraw the case, make your corrections, and resubmit it.
Edge cases
Currency change restrictions
You can only change the currency if the debtor has at most one active case. If the debtor has multiple cases or invoices, currency changes are blocked to prevent splitting invoice groups across currencies.
Jurisdiction and debtor type errors
If the system refuses a debtor type or country change, the reason is shown under the changed field and nothing is saved. It may mean:
No collection partner covers the new details
You need to sign a Power of Attorney with the partner that covers the new details - the message links to the signing flow.
The collection partner has already started reviewing the case (the debtor type, country and jurisdiction are then locked)
Read-only fields
Some fields cannot be changed, or are locked early in the case:
Country and jurisdiction: Can only be changed while Debitura is still checking the case, before the collection partner starts reviewing it
Creditor: The creditor (your company) cannot be changed
For more information about case statuses, see Case status definitions.