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. Revenue is the ledger of your payments and payouts. 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. |
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. |
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. |
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.
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, and rates vary widely between partners (25%, 20% and 18% are common). 40% pre-legal / 20% legal are illustrative examples only. 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 a 40% pre-legal revenue share for readability - 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), the platform splits that payment pro-rata between you and the client using the same percentages that would apply on a full recovery.
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 through the monthly billing cycle. 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, and once they pay you, you mark it Paid manually in this view.
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. |
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 "Add 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. Once paid, you update the commission status. See How to handle direct payments to the client.
Monthly invoicing
At the end of each month, Debitura:
Queries all payouts where Commission Payment Status = Paid within that month.
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.
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 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 you have an arrangement where Debitura pays your fees directly for a specific client rather than through 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.
You can re-enable reminders at any time from the same toggle.