As the assigned collection partner, you can correct most case data yourself once a case is being worked. This guide shows which fields you can edit at each stage, how to make the change, and how edits can re-price the success fee.
What you can edit, and when
What you can change depends on the case stage.
Case stage | What you can do |
Pending Verification | Review the case. You cannot edit the debtor details yet, but you can add fees, or set "Needs Additional Details" to ask the client for more before you accept. You accept or decline the case here. See How to review and approve a new case. |
Active, Paused, or Needs Additional Details | Full editing. You can change the principal, interest, reminder and collection fees, the invoice date and due date, the debtor's name, contact details, address and debtor type (country and jurisdiction are read-only; a debtor type change is accepted only while you still handle the corrected type, and the case is not re-priced or moved), the claim type, the dispute status, your own partner reference, and the assigned collector. |
Closed | Read-only. You can reopen a closed case only if an unpaid balance remains. |
đ Non-Exclusive (Legal Network) partners: on quote-based cases the fee is the custom quote you agreed with the client. Editing amounts or dates keeps that quoted rate, so the standard age surcharge described below does not apply.
How to edit case data
Open the case from Cases Received.
To change the amount or fees, use the pencil next to Principal, Interest Fees, Reminder Fees, or Collection Fees in the Economical overview panel.
To change dates, the claim type, the dispute status, or your reference, open the Case information section and click the pencil next to the field. Editing a date opens the Update Invoice Dates window, where you set the Invoice Date and Due Date and can add an optional comment. On a case that carries an age breakdown the due date is locked, because pricing follows the breakdown instead of a single date.
To correct the debtor's name, contact details, address or debtor type, use the Debtor data section in the same way.
Save the change. It is recorded on the case timeline and is visible to the client.
How edits affect the success fee
Changing the principal, due date, currency, or gross amount re-runs the pricing calculation, because these inputs decide the fee. One of two things happens:
Standard (SDCA) rate: if the recalculated success fee would move by more than 0.1 percentage points (for example, the change crosses a claim-amount bracket), you see a confirmation showing the current and the new rate. The edit is not applied until you confirm it. A move of 0.1 points or less applies automatically.
Custom quote or otherwise agreed rate: the amount change applies, but the rate is always kept. You cannot re-price an agreed rate to the standard rate yourself. Contact Debitura if that is needed.
The due date matters most for older debts. On a case priced from a single due date, debt age is measured from that due date, claims more than 12 or 24 months old carry an age surcharge on top of the base rate, and correcting the due date therefore adds or removes that surcharge. For the full rate schedule and the age surcharges, see Pricing rules and commission types and Age-based fee surcharges.
Debt age is based on the invoice due date recorded on the case, not the date of the underlying goods or service. If an old debt was only invoiced recently, its age is measured from that recent due date. On such a case, correct the due date if it does not reflect when payment first fell due. On a case that carries an age breakdown the due date is locked instead, and a due date submitted with an age-band edit is rejected.
Cases with an age breakdown. A case submitted with several invoices of different ages carries its principal split across age bands, and the due date is locked because pricing follows that split. Editing the amount on such a case shows one principal input per age band instead of a single principal, with a derived total underneath. The total and any success-fee change are shown before you save, and the bands, the Interest, Reminder and Collection Fees and the fee change are saved together as one change. A custom quote or otherwise agreed rate is preserved, so changing the age split never replaces it with the standard rate. Among partners, only the collection partner assigned to the case can edit the bands - a managing partner cannot. The owning creditor and Debitura have the same band editor on their own surfaces. Bands cannot be added to a case that was priced from a single due date.
What you cannot change yourself
Some fields are locked because they affect routing, payment, or the client's own record. Except for the jurisdiction, ask for these through the case chat, and the client or Debitura makes the change:
Jurisdiction and the debtor's country are display-only, because they decide partner matching and the Power of Attorney. They cannot be changed once a case is assigned to a collection partner.
Currency is read-only, because it drives pricing. You can still convert a case into your working currency for how you pursue it: see How to convert a case to your working currency.
Bank account is fixed once assigned. See What to do when the bank account changes on a case.
Client (creditor) details can only be changed by the client.
To request one of these changes, open the case chat and describe what needs to change. This creates a task for the client with a 2 business day deadline. See How to request missing information from the client.