The Referral Partner Dashboard is a self-service web application at referral-dashboard.debitura.com. It gives you a view of your referral performance without requiring any API integration or development work.

The dashboard has four main views: Cases, Earnings, and Clients, and Case Detail. The first three views include summary statistics, a searchable and sortable data table, and CSV export. Case Detail is accessed by clicking any row in the Cases table.

Without the dashboard, tracking your referral activity would require either building a custom integration against the Referral Partner API or relying on manual reports. The dashboard gives you on-demand access to your data through a simple web interface, so you can monitor case progress, check earnings status, and verify client onboarding at any time.

You log in using your Partner GUID, which is a unique identifier for your referral partnership (formatted as a UUID, e.g., 8-4-4-4-12). After entering your GUID, the dashboard authenticates you and loads your data. Your session persists across tab closes and browser restarts for 14 days, or until you explicitly log out.

The Cases view shows all collection cases across every client linked to your partnership. At the top, summary cards display your total, active, pending, and closed case counts.

The case table includes columns for case reference (e.g., DEB-12345), client company name, debtor name, invoice amount, case status and Your Rate (the referral fee rate expected for the case). Under View, you can add optional columns for collection partner, creation date and collection start date. Case statuses are shown as color-coded badges.

The Your Rate column shows the rate for each case, and the case detail page shows it too. The rate depends on your rate plan: on the Contract plan, your referral percentage is copied when a client is linked to you; on the Link and Integration plans, each new case gets its rate when it is created. On the Integration plan, the case rate is the 50% base rate; any part of a payout paid at 100% is applied when the fee is recognized. While your own firm is the collection partner on a case, the rate shows 0%, because you earn no referral share on payments while you collect the case yourself. For cases routed through a referral carve-out or partner transfer, the applicable versioned collection-partner rate in the zone can apply instead (different rates for different collection partners working in the same zone). The rate applied is retained with each payout, so the realised rate can differ from case to case. For how the rate is resolved, see Revenue sharing and financial reconciliation.

You can filter cases by status using tabs (All, Waiting for client, Active, Pending, Closed, Paused), search across case reference, debtor name, and client name, and filter by date range. Amount, creation date and collection start date can be sorted, and the Waiting for client tab can also be sorted by waiting date. Results are paginated at 20 cases per page by default.

A case on hold for validation shows who it is waiting for: Waiting for client when Debitura is waiting for your client to answer a request, or Debitura reviewing when Debitura is checking the case. The status also shows the date the wait started, when known, and short reason labels for what your client has been asked for. The Waiting for client tab lists these cases with the oldest wait first.

The Earnings view tracks your referral fees through the revenue lifecycle. At the top, a Total lifetime earnings line sums every stage, followed by five summary cards with USD totals:

The Earnings view uses seven status tabs: All, plus six tabs for the referral revenue lifecycle: Pending (the collection partner's commission is not yet settled), Confirmed (the commission is settled, so your fee is recognized, but Debitura has not yet issued its platform invoice to the collection partner), Awaiting Collection Partner (Debitura has issued its platform invoice to the collection partner and has not yet received its platform fee), Ready to Invoice (you can now invoice Debitura; by default once Debitura has received its platform fee, or as soon as the commission is settled if your partnership agreement includes an early-invoicing exception), Awaiting Debitura Payment (Debitura has recorded your invoice), and Paid (Debitura has recorded sending your referral payment; this is Debitura's payment record, not confirmation that the money has reached your bank account). The transaction table shows each fee with its date, client name, case reference, invoice amount, your share (in USD), and status. Status badges are color-coded by stage.

All earnings amounts are displayed in USD for consistency across multi-currency operations. For a detailed explanation of how fees move through these stages, see Revenue sharing and financial reconciliation.

The Clients view shows all clients linked to your partnership and their onboarding status. Summary cards display your total clients, attributed clients, and clients with completed onboarding.

The client table includes columns for client company name, external tenant ID, attribution status (Attributed or Non-Attributed), onboarding status (Complete or Pending), date linked, and active case count.

For clients whose assigned collection partner requires KYC verification (currently UK partners under Oriel Collections), the table also shows a KYC Status badge. Pending indicates that KYC details are required but not yet on file - clicking it opens a form where you can submit the director's full name, home address, and date of birth on the client's behalf. Completed indicates that KYC is on file - clicking it shows the submitted data in a read-only view. If KYC is not required for a client, no badge is shown.

You can filter by tab to see all clients, those with an unsigned SDCA (Standard Debt Collection Agreement), or non-attributed clients. For clients who have not yet signed their SDCA, you can open a modal that displays the client's onboarding URL with a copy-to-clipboard button, so you can direct the client to complete their agreement signing.

Clicking any row in the Cases table opens the Case Detail view, a full-page breakdown of a single collection case. It displays the case reference, status, and key metrics (invoice amount, remaining balance, collection start date, due date). A milestone progress tracker shows the case stage (Created, Collection Started, In Collection, Resolved). The view also includes contract signing status (SDCA and Power of Attorney), a chronological activity timeline, chat messages between the client and collection partner, the case's files (you can upload new ones), the referral fee percentage that applies to the case, and revenue details for the case.

When a case is on hold for validation, a validation card appears above the timeline. If the case is waiting for your client, the card (Waiting for your client) can show Debitura's current question to your client, word for word, with How you can help and What happens next sections. It does not show Debitura's internal notes. If Debitura is reviewing the case, the card says no action is needed right now.

You can use Go to Files to upload supporting evidence, such as an account statement, for Debitura's team to review. An upload is not your client's answer to the request: it does not trigger an automatic recheck and does not by itself move the case to Debitura reviewing. The request still has to be answered by the person it was sent to.

When a request has been delivered to your client, the card can show an estimated date when the case may close if your client does not answer. This is an estimate, not a guarantee, and some cases need further review. If delivery is still pending, the card says the response period has not started; if delivery failed or the delivery date is unknown, no closing date is shown.

You can explore the dashboard without a real partner account using demo mode. On the login screen, type demo in the Partner ID field and press Log In. You will be taken into a demo experience with sample data for a fictional partner called ACME Invoicing Ltd. All cases, earnings, and clients shown are fictional - no real data is used and no API calls are made.

A yellow banner reading "This is a demo with sample data" is displayed on all pages during a demo session.

You can also share the demo directly using the URL: referral-dashboard.debitura.com/demo

Demo sessions do not expire automatically.

You can view and export data, upload files to a case, submit KYC details for a client and withdraw a client whose cases are all still waiting for contract signing (Withdraw client) through the dashboard. You cannot create cases or clients, modify client settings, or update invoicing status through the dashboard. For creating cases, your platform should use the API integration. For invoicing workflows, refer to Revenue sharing and financial reconciliation.

Data in the dashboard reflects the current state of your partnership. Case statuses, earnings figures, and client information update as the underlying data changes in Debitura's systems.

If you are new to the Debitura referral program, start with Getting started with Debitura to understand the overall setup process.