Prerequisites
Before you can report a payment, confirm that:
The case is in Active, Paused, or Needs Additional Details status. Payments cannot be added to cases in Pending Verification or Closed status. See case lifecycle for details on case statuses.
You have received payment from the debtor or confirmed a direct payment to the client.
Steps to report a payment
Open the case. Go to Cases Received and click on the relevant case to open the case detail view.
Open the Record payment dialog. Click Record payment in the Financial overview card, or choose Actions and then Record payment. The dialog shows the payment form on the left and a case overview on the right: the outstanding amount, the total claim and the debtor payments already recorded.
Select who received the payment. Under Who received the payment?, choose The debtor paid the client directly or We (the collection partner) received the payment. If the debtor paid the client, the dialog also asks Has the client paid your share? (Yes or No). Pick what matches what happened:
If the debtor paid you, the collection partner, directly - the commission is marked as paid immediately because you already hold the funds.
If the debtor paid the creditor (your client) directly - you will later invoice the client for your success fee, through Debitura or yourself.
Enter the payment amount. In Payment received, enter the gross amount received. For a case accepted under the Standard Debt Collection Agreement (SDCA) with a usable success-fee percentage, Debitura suggests the client and partner shares based on the payout rules. This also applies to a disputed claim accepted on standard terms. For an accepted custom quote (including a percentage quote) or an agreement the platform cannot establish, enter the agreed client and partner shares yourself; no standard recommendation or explanation is offered, even if the case shows a success-fee percentage. On a standard case, Explain recommended distribution shows how the suggested shares were calculated.
Enter the payment date. Record when the money was received.
Review the distribution. Check that Client share and Partner share match what was agreed for the case. The case overview on the right shows the outstanding amount, the total claim with its fees, and the debtor payments already recorded.
Record the payment. Click Record payment. A confirmation shows the amount you recorded and the client and partner shares.
What happens after you save
When you save a payment, the system:
Creates a Payment record with the gross amount, recipient, and date.
Creates a matching Payout record that splits the funds between the creditor and you.
Updates the case's remaining balance by subtracting the payment amount.
Records the transaction in your Partner Balance ledger.
If the debtor paid you directly, your commission payment status is marked Paid immediately. If the debtor paid the client, the commission status stays Unpaid until you invoice the client and they pay you - then you mark it Paid yourself.
Edge cases
Full payment received
When the payment covers the whole outstanding amount, the dialog tells you that recording it closes the case. Click Record payment and close case to confirm, or Change amount to go back.
Payment larger than the outstanding amount
If you enter more than is outstanding, the dialog says by how much. Click Fix the amount to correct the payment, Edit case amounts if the claim amount itself is wrong, or confirm the overpayment with Record ... overpayment and close, which records the payment and closes the case.
Partial payment received
For partial payments, enter the amount received (and, where Debitura does not suggest the shares, the agreed client and partner shares). The case remains open and the remaining balance is updated. You can add additional payments as they come in.
Debtor pays the client directly
In some jurisdictions or situations, the debtor bypasses you and pays the client. In this case:
The client informs you of the payment.
You register the payment as received by the creditor (your client).
You invoice the client for your success fee and any added fees. You can let Debitura send the invoice in your name, or send it yourself from your own system.
Once the client pays your invoice, record the payment on the invoice (Record payment) or update the commission payment status to Paid.
You don't have to remember this on your own - when you record a payment as received by the creditor (your client) and your commission is still unpaid, Debitura creates a follow-up task in your task list to invoice the client. If you let Debitura send the invoice, Debitura sends it in your name and reminds the client. If you invoice the client yourself, or the payment keeps the earlier flow, Debitura reminds you instead and emails you an "Action Required: Please Invoice the Client for Your Success Fee" reminder showing the amount owed. If the commission stays unpaid, a further chase task follows. These reminders can be switched off per client using the "Suppress commission reminders" toggle on the client's detail page. For the full steps, see How to handle direct payments to the client.
Verifying your recorded payments
To review all payments and payouts, go to Partner Balance. This page shows what you have earned, what has been sent to clients, and what remains outstanding. For a full explanation of the fields, see Partner Balance reference.
Correcting or removing a payment you reported
If you entered a payment by mistake, you can edit or delete it directly on the case. Open the case from Cases Received, find the payment in the payment list, and use the edit or delete action. When you edit a payment, the form starts from the amounts you saved, and the pricing that applied when the payment was recorded stays with it; a later change to the case agreement does not rewrite saved payments.
If the case was already closed as Paid, lowering or removing the payment leaves money outstanding again. Debitura will ask you to confirm the case should be reopened - the change is blocked if you do not confirm.
If the payment is already included on a Debitura invoice, it is locked and cannot be edited or deleted. Contact Debitura support to arrange a credit note instead.