Goal
Use divisions to attribute cases to specific business units, then filter your invoices and analytics reports by division for clearer reporting.
Before you start
Make sure you have at least one division configured. If you have not set up divisions yet, see how to set up divisions.
Important: Divisions are organizational groupings within a single client account. They are not separate contractual parties. The client account holder (the parent or head company) is the sole contracting entity with Debitura and must have the legal authority to sign agreements on behalf of all its divisions. If separate legal entities within a corporate group cannot be represented by a single signing authority, they should be set up as separate client accounts rather than as divisions under one account.
Steps
1. Assign a division when creating a case
When you create and submit a case through the case creation form, select the appropriate division from the dropdown. The division information is stored with the case and displayed on the case detail page.
You can also assign a division when creating cases via the external API.
2. Filter invoices by division
Go to your Cases list. Use the division filter in the invoice table to view cases for a specific division. The filter defaults to "Any" to show all divisions. Your filter selection is preserved when navigating between pages.
3. Filter Collection Analytics by division
Go to Collection Analytics. If your account has divisions configured, you will see a division filter. Select a specific division to generate analytics for that division only, or leave it on "All Divisions" to see combined data. This allows you to compare performance across different business units.
For more on accessing your analytics, see how to access reports and collection performance data.
4. Archive a division you no longer use
When a brand or legal entity is discontinued, you can archive its division from Company Divisions settings. Archiving:
Marks the division as inactive
Preserves all historical data for compliance and reporting
Removes the division from active selection dropdowns
Important: Archiving is irreversible. Archived divisions cannot be restored.
Result
Your cases are now attributed to the correct division. You can filter your invoice list and Collection Analytics reports by division to track performance for each brand or subsidiary separately.
Current limitations
Be aware of these current platform limitations when using divisions:
Case list filtering: The main case list overview does not have a division filter. Cases from all divisions are displayed together. Invoice table filtering is supported.
User access: Users belong to your overall client account and cannot be restricted to specific divisions.
Accounting integrations: Divisions are not supported when importing cases through accounting system integrations (such as QuickBooks or Stripe). You can assign divisions when using the case creation form or the external API.
Developer Docs: Developers integrating via API can assign divisions programmatically. See Developer Docs: Client divisions for technical details.