What is Partner Balance?
Partner Balance is a menu item on the partner site that displays every payment you have recorded and the corresponding payout (how each payment was split). You can review what you have earned, what has been sent to clients, and what remains outstanding.
Partner Balance has two tabs. Your revenue is the ledger of your payments and payouts. Debitura invoices lists the invoices Debitura has issued to you for its revenue share, where you can search them, download the PDF and pay an unpaid invoice.
Where to find it: Open Partner Balance in the partner portal.
Fields and their meanings
Each row in Partner Balance represents either a payout (created when a payment is recorded on a case) or a revenue item (hourly rates, fixed fees). The table supports column customisation; you can show or hide columns using the column picker. The default visible columns are:
Column | Description |
Case id | Invoice reference. Links to the case detail page. |
Client | Creditor name. Links to the client detail page. |
Managed by | Managing partner name with contact details on hover. |
Payment date | Date the payment was recorded (sortable). |
Revenue | Your portion of the payment, shown with currency code. |
Debitura fee | Debitura's revenue share amount with currency code. |
Revenue category | Either "Success Fee" or "Hourly Rate / Fixed Fee". |
Commission status | Tracks whether you have received your success fee from the creditor. |
Client invoice | The state of your own invoice to the client for this commission. See "The Client invoice column" below. |
Invoice number | The Debitura invoice this row was billed on. When the invoice can be opened, the number is a link to the invoice detail page. When it cannot, you see a dash with an information icon explaining why. An empty cell usually means the row has not been invoiced, but it is not proof of that: a row whose invoice exists and is marked visible also shows empty if that invoice has no number stored. Check Debitura Invoice Status before concluding a row was never billed. While client invoicing is on, this column is labelled Debitura invoice, so it cannot be confused with the Client invoice column. |
Debitura Invoice Status | Platform invoicing lifecycle status: Not Invoiced, Invoice Issued, Payment Received, or Invoice Credited. Read this column rather than the invoice-number cell when you need to know whether a row has been billed. |
See more | Link to edit the payment or revenue entry. While client invoicing is on, this column is named Manage. |
When the invoice number shows a dash instead of a link
A dash with an information icon means Debitura has billed the row but cannot open that invoice in the portal. Hover the icon to see which case applies:
The invoice was issued before May 2026. It predates Debitura's move to Stripe billing, so it cannot be opened here. If it is already paid and you need the document, contact support with the case reference.
The invoice is from May 2026 or later but still cannot be opened. Contact support with the case reference.
A dash does not mean the row was never billed, and neither does an empty cell. Use the Debitura Invoice Status column to see where the row sits in the invoicing lifecycle - a row can show "Invoice Issued" there and still show a dash, or nothing at all, in the invoice number column.
The Client invoice column
The video shows how to find unpaid commissions in Partner Balance and use Collect now, from 2:38.
The Client invoice column shows the state of your own invoice to the client for a commission the client owes you. It is the opposite direction from the invoice Debitura issues to you for its revenue share. The money for your commission still goes from the client to you; Debitura does not pay it. The column shows one of these values:
n/a - the payment is not handled through Debitura invoicing and cannot be moved there, the row is a revenue item, or an invoice cannot be started right now (for example the client has been opted out, the commission is already settled, or the case is not a live production case).
Missing - Debitura invoicing is available for this payment, but no invoice has been created yet.
You follow up, sometimes with Collect now - an unpaid commission from before the Debitura invoice flow, which you follow up yourself. Collect now appears when the commission can be moved into Debitura invoicing. The move is one-way and applies to that single payment.
Draft - a draft exists. The client has not been contacted.
Issued - not sent - the invoice is finalised, but delivery has not succeeded.
Send failed - delivery failed and needs your attention.
Issued - the invoice has been sent to the client. Debitura's reminders to the client run from here.
Partially reconciled, Reconciled or Paid - the invoice is settled in part or in full.
Voided - the invoice was voided without a replacement.
Superseded - replacement issued - the invoice was replaced, and the replacement is the live document.
A row with an invoice shows its number as a link, followed by the status. To find the commissions you have not invoiced yet, add the Client invoice condition in the filter dialog and choose Missing (the options are All, Missing or Exists). To create, send or correct the invoice, see How to handle direct payments to the client.
Additional columns (hidden by default)
These columns are available through the column picker but are not shown by default:
Column | Description |
Client Reference | The creditor's own reference for the case. |
Partner reference | Your internal reference for the case. |
Debtor name | Name of the debtor. |
Date created | When the payout record was created (sortable). |
Success fee | Success fee percentage (e.g. 9.50%). |
Debtor payments | Total payment amount from the debtor. |
How calculations work
Revenue share percentages
Debitura's revenue share is configured individually for your partnership - there is no platform-wide rate. You have one pre-legal rate and one legal rate. Typically the rates are 40% pre-legal / 20% legal, negotiated per partner, with other agreed values such as 25%, 20% or 18%. Your pre-legal rate may also be tiered by claim size. Check the rate on the payout itself, or your partnership agreement, before concluding a split is wrong.
These percentages can be customised in your partnership agreement. The system determines whether a payout is pre-legal or legal based on the case lifecycle state.
📋 Non-Exclusive Partners
Legal Network partners have a 0% revenue share to Debitura. You keep all fees collected from clients. Instead of revenue share, you provide SEO value through your referral link.
Calculation example
This example uses the typical 40% pre-legal revenue share - substitute your own rate.
A debtor pays you directly. The payment is 10,000 EUR on a pre-legal case with a 9.5% success fee:
Success fee: 950 EUR
Debitura Revenue (40% of 950): 380 EUR
Your portion (60% of 950): 570 EUR
Creditor Amount: 9,050 EUR (payment minus your fee)
Partial payment disbursement
If a debtor pays only part of the debt in a single payment (either as a one-off partial payment or as an instalment under a payment plan), on a case accepted under the Standard Debt Collection Agreement (SDCA) with a usable success-fee percentage, the platform suggests a pro-rata split of that payment between you and the client using the same percentages that would apply on a full recovery. For an accepted custom quote (including a percentage quote) or an agreement the platform cannot establish, you enter the agreed client and partner shares yourself.
Step-by-step
Calculate the full-payment disbursement. Work out what each party would receive if the debtor paid the entire Total Claim in one go:
Your full-payment share = (Success Fee rate × Principal) + Interest + Reminder Fees + Collection Fees
Creditor's full-payment share = Total Claim − Your full-payment share
Convert into percentages of the Total Claim:
Your percentage = Your full-payment share ÷ Total Claim
Creditor percentage = Creditor's full-payment share ÷ Total Claim
Apply those percentages to the actual partial payment:
You receive: Your percentage × debtor payment amount
Creditor receives: Creditor percentage × debtor payment amount
Worked example
A case with Principal 9,987.32 EUR, Interest 319.33 EUR, no reminder or collection fees, and a 9.5% success fee rate. The debtor pays 3,139.00 EUR as a partial payment:
Step | Calculation | Result |
Total Claim (Principal + Interest + fees) | 9,987.32 + 319.33 + 0 + 0 | 10,306.65 EUR |
Your full-payment share | (9.5% × 9,987.32) + 319.33 | 1,268.13 EUR |
Creditor's full-payment share | 10,306.65 − 1,268.13 | 9,038.52 EUR |
Your percentage | 1,268.13 ÷ 10,306.65 | 12.30% |
Creditor percentage | 9,038.52 ÷ 10,306.65 | 87.70% |
Your share of the 3,139.00 EUR payment | 12.30% × 3,139.00 | 386.22 EUR |
Creditor's share of the 3,139.00 EUR payment | 87.70% × 3,139.00 | 2,752.78 EUR |
Check: 386.22 + 2,752.78 = 3,139.00 ✓
Things to remember
Interest and additional fees are retained entirely by you per SDCA §03.8. The success fee rate applies only to the principal component recovered, not to the interest or fees.
Debitura's revenue share is not part of this split. Every debtor payment is always split entirely between you and the creditor. Debitura's revenue share is then calculated on your share only (not on the creditor's share) and is invoiced to you separately on the 8th. See "Revenue share percentages" above.
When figures update
Every payment you record immediately creates a matching payout. The split is calculated at the moment of recording using:
Your revenue share percentages
Your commission type
The case's pre-legal or legal status
The exchange rate at the time of payment (if applicable)
Amounts are stored in both the original currency and USD equivalents for reporting purposes.
Commission Payment Status explained
Important: two separate status fields are easily confused. Commission Payment Status tracks money flowing from creditor to you - has the creditor paid you your success fee? It does not track money flowing from you to Debitura. That is tracked separately by the Debitura Invoice Status column, described in the columns table above.
How the status is set:
When the debtor pays you directly, Commission Payment Status is automatically set to Paid. You already hold the funds, so there is nothing to chase.
When the debtor pays the creditor, the commission starts as Unpaid. You invoice the creditor for your success fee - through Debitura (Let Debitura send it) or yourself (I'll send it myself) - and once they pay you, you mark it Paid. You can do this from this view, from the payment dialog, or with Record payment on the client invoice.
Status | Meaning |
Unpaid | Creditor has not yet paid you your success fee. Items 1-10 days old show a yellow badge; items over 10 days show a red overdue badge. These age badges are not shown for payments handled through the Debitura client-invoice flow: the client's payment deadline starts when the invoice is sent, so the Client invoice column carries the status instead. |
Paid | You have received the success fee from the creditor (or the debtor paid you directly). |
Credited | The commission has been written off as uncollectible (admin action only). |
N/A | Revenue items (hourly rates, fixed fees) have no commission status. |
Debitura only invoices you for its revenue share once Commission Payment Status is Paid. You cannot owe Debitura anything for a payment the creditor has not yet forwarded to you.
How Partner Balance relates to "Record payment"
When you report a recovered payment on a case, the system:
Creates a Payment record with the amount, recipient (you or the client), and date.
Immediately creates a Payout record that calculates how the payment is split.
Updates the case's outstanding balance.
Adds the payout to your Partner Balance.
If you received the payment directly, the Commission Payment Status is automatically set to "Paid" because you already hold the cash. If the client received the payment, the status remains "Unpaid" until the creditor pays you your success fee.
Two payment flows
Debtor pays you: You deduct your fees and transfer the remainder to the client. Commission is marked paid automatically.
Debtor pays the client: You invoice the client for your fees, through Debitura or yourself. Once the client has paid you, you record the payment and the commission status becomes Paid. See How to handle direct payments to the client.
Monthly invoicing
On the 8th of each month, Debitura:
Queries all payouts where Commission Payment Status = Paid that have not been invoiced yet.
Calculates its share based on your revenue split.
Issues a single invoice to you for that amount.
Unpaid payouts are not invoiced until commission is settled. Payment terms are Net 8: the invoice is due eight days after the invoice date.
The Revenue CSV export includes the Debitura invoice number, so you can match ledger rows to the invoice they were billed on. The export writes the number as plain text without the link or the explanation, so a number in the file can belong to an invoice the portal will not open - treat those the same as a dash above. The export also uses its own machine-style column headers, which do not match the labels on screen: the invoice number is PartnerInvoiceNumber and the invoicing status is PlatformInvoicingStatus. Match on position or on those header names, not on the on-screen labels. The Debitura invoices tab has its own separate export (partner_invoices.csv) with one row per invoice - the invoice number is the join key between the two files.
Suppressing commission reminders for a client
If a specific client pays your fees to you directly, outside the standard commission flow, you can suppress the automated commission reminder tasks for that client. Open the client's detail page in your Clients list and use the "Suppress commission reminders" toggle in the Actions menu.
When the toggle is on:
Automated commission reminder tasks for that client's unpaid commission invoices are suppressed.
Payouts and revenue items for that client remain visible in your Partner Balance table and CSV export.
New payments from this client are kept out of the Debitura client-invoice flow, so Debitura does not email the client an invoice or reminders for them. Reminders on any client invoice that is already running stop.
You can re-enable reminders at any time from the same toggle.