Convert an incoming case from the client's submitted currency to your jurisdiction currency at acceptance, or any time before the first payment from the case detail page. After conversion, you pursue, register payments, and invoice Debitura in your working currency, while the client continues to see the case in the original currency.
Goal
Bring a case into your working currency so you can pursue the debtor, register payments, and invoice Debitura without juggling foreign currencies. The exchange rate is locked at the moment you confirm the conversion.
Before you start
The case must have no registered payments and must not have been converted before.
The case must be in Pending Verification or Active (see Case Lifecycle).
Conversion is irreversible once you confirm.
No client opt-in or approval is required. The right to pursue in your jurisdiction currency is set out in SDCA §03.6(d). See Case currency conversion: the two-currency model for the full SDCA basis and what changes after conversion.
Option A: Set a standing default (optional)
A standing preference pre-selects the Currency row on every case you accept, so you do not have to make the same choice each time. The preference does not auto-apply the conversion - you still confirm at acceptance.
Steps
Open Billing Settings.
Find Case currency preference.
Choose one of two options:
Case currency (keep original): the Currency row will default to keeping the original currency.
Convert to [your country code]: the Currency row will default to converting.
Save. The new default takes effect on the next case you accept.
Option B: Convert at case acceptance
When you accept a case whose currency differs from your country currency, a Currency row appears in the accept fields on the New case page.
Steps
Open the case from Cases or from the verification task.
Under What do you want to do with this case?, keep Accept and start collection (on a case outside your standard terms, choose Yes, on my standard terms).
Open the Currency row. Two options are offered: Keep [CASE_CODE], to stay in the original currency, or Convert to [PARTNER_CODE], shown with the converted amount. When converting, today's rate appears under the row, for example "1 EUR = 1.0847 USD".
If you set a standing default in Option A, the row is pre-selected for you. Change it if this case is an exception.
Complete the other rows and select Accept case and start collection.
Behind the scenes, Debitura re-verifies eligibility, converts every monetary field at the live rate, locks the rate on the case, and moves the case to Active. If today's rate cannot be loaded, the case stays on its original currency and you can select Retry currency preview. If the conversion fails when you accept, an error is shown and the case is not started, so you can try again.
When you have chosen to convert, the permitted fee fields in the Fees row on the same page (interest fees, collection fees, reminder fees) are labelled and saved in your working currency as typed - if you type 40, the platform stores 40 in your working currency. The principal is converted for you at the live rate; your typed fees are not converted again.
📋 Non-Exclusive Partners
The Currency row is part of the New case page. Legal Network partners normally reach Active by winning a quote, so to convert in that flow use Option C after the case becomes Active. A case assigned to you through a routing override opens on the New case page and has this row.
Option C: Convert an active case from the Actions menu
If a case is already Active and has not yet been converted, you can open the Convert currency action from the case detail page. The action stays in the Actions menu for any unconverted case regardless of payment status, but the modal blocks submission if payments have already been registered (see Before you start).
Steps
Open the case from your Cases list.
In the top-right of the case detail page, open the Actions menu.
Point to (or click) Manage case and select Convert currency.
A modal opens with a before/after preview of every monetary field: Gross Amount, Outstanding, Interest Fees, Collection Fees, and Reminder Fees, plus the live exchange rate that will be applied.
Review the preview. The modal explicitly states the action is irreversible.
Confirm. The page reloads with the case in your working currency.
Once the case has been converted, the Convert currency entry is removed from the Actions menu.
Result
After conversion:
The case lives in your working currency on the platform. You pursue the debtor, register payments, and invoice Debitura in this currency.
The Submission FX Rate is locked on the case. This rate determines the success-fee bracket for any future recoveries.
All future payments on the case must be registered in your working currency.
The case detail sidebar shows a collapsible Currency conversion section with the original amount, the converted amount, the exchange rate, and the conversion date.
A timeline event records the conversion. Both you and the client see it on the case timeline.
The client continues to see the original currency in their list views, dashboards, and exports. The client bears any FX cost at final settlement (SDCA §03.7).
Edge cases
The Convert currency modal blocks you from confirming. The case has registered payments. Conversion is only allowed before the first payment is registered, so the action ends at the modal step. For future cases, use Option A (standing default) or Option B (at acceptance) to convert before any payments arrive.
The Convert currency action is missing from the Actions menu. The case has already been converted, or the case currency already matches your working currency. A case cannot be converted twice, even if it returns to Pending Verification.
The Currency row does not appear when you accept. The case currency and your country currency are the same, so no conversion is needed.
Today's rate cannot be loaded. The conversion option cannot be selected until the rate loads. Select Retry currency preview. If the failure persists, accept the case in its original currency and use Option C later.
You decline the case after seeing the Currency row. The case routes to the lead network with its original currency intact. No conversion is applied on decline.
You cancel the preview modal in Option C. Nothing is changed on the case. The Convert currency action remains available.
Related articles
Case currency conversion: the two-currency model - the concept, SDCA basis, and what each actor sees
Glossary - definitions of Working currency, Submission FX Rate, and Recovery FX Rate