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. For cases already being worked by a partner, 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 (before partner validates) | Yes | Only before partner assignment | Yes | Clients see both internal and external verification as one status. Jurisdiction and debtor type can only be changed before the case is assigned to a partner. |
Leads | Yes | No | Yes | Basic fields and amounts can still be edited. No case chat is available in this status. To communicate with quoting partners, use the lead question chat on the lead page, or close and recreate the case. |
Leads Quote Given | 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 | The partner is working on the case. Request changes through the case chat instead. |
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)
Location: Address, zip code, city, jurisdiction
Important: Jurisdiction and debtor type changes
Jurisdiction and debtor type can only be changed when the case has not yet been assigned to a collection partner. In the stages visible to you, this means the earliest part of Pending Verification (before partner assignment). Once a partner is assigned, the jurisdiction dropdown is disabled in the portal.
If a jurisdiction or debtor type change is allowed, the system validates that collection partners exist in the new jurisdiction and that you have signed a Power of Attorney with the new partner. If validation fails, you will see an error message explaining what is needed.
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 (changes may affect your success fee)
Save your changes
What you can edit (claim fields)
Principal amount (gross amount)
Currency (with restrictions; see edge cases below)
Invoice date and due date
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 jurisdiction or debtor type, the system automatically re-matches your case to an appropriate collection partner.
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 changes must go through them via the case chat in the Communication Center:
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
Basic field and amount edits are still available directly (see the editing table above). For other changes, close the lead and recreate the case. 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 change errors
If you see an error when changing jurisdiction, it may mean:
No collection partners are available in the new jurisdiction
You need to sign a Power of Attorney with the new partner
The case has already been assigned to a partner (jurisdiction changes are not allowed at that stage)
Read-only fields
Some fields cannot be changed after the case is created:
Country: Automatically set based on the selected jurisdiction
Creditor: The creditor (your company) cannot be changed
For more information about case statuses, see Case status definitions.