Business Information is a page in your Debitura settings where you describe your business once, instead of answering the same questions in every case. Collection partners read it. This article explains what is in it, who can see it, and how a Business Review can fill it in for you.
What it is
Business Information lives at Settings > Business Information in your Debitura account. It is a description of how your business works: what you sell, how you contract, how you invoice, and how you want partners to represent you when they contact your debtors.
The profile belongs to your company as a whole, not to a single case or a single partner. The same description applies across every case you submit and every partner you work with.
Every field is free text, every field is optional, and none is ever required. You can fill in the ones that matter to you and leave the rest empty. Each field holds up to 5,000 characters.
Who can edit it, and who can read it
Editing requires the Creditor Admin role. Other users in your account cannot open the page.
Reading: the collection partners working your cases see the profile, read-only. It appears for them when they start a case, on the case itself, and on their page for the relationship with your company.
This is the point most worth knowing: what you write here is read by the partners collecting on your behalf. It is not an internal note to Debitura. If a profile is empty, partners see nothing at all rather than an empty form.
What the profile covers
Twelve fields, in four groups:
Your business - what you sell, your typical transaction size, and the countries or regions you operate in.
Customers and contracts - how new customers start doing business with you, what terms they agree to, and how contracts are created, signed and stored.
Invoicing and collection - how you create and send invoices, your standard payment terms, and the point at which you escalate an unpaid invoice to collection.
Disputes and how you want partners to work - how you handle disputes and complaints, the brand, tone and language partners should use with your debtors, and your priorities, meaning the trade-offs you want partners to respect. Preserving the customer relationship and maximising recovery are not always the same goal, and this is where you say which one matters more.
How fields get filled in
There are two ways you can get a value into a field yourself. Debitura staff can also add or correct a value for you.
You edit it yourself. Open the page, change the answers you want, and click Save for that section. Each section has one Save button, which becomes available once you change an answer in that section, and nothing is stored until you click it. Nothing saves on its own, so if you change answers in several sections and navigate away without saving each of them, those changes are lost. Save each section you changed before you move on.
Saving a section stores its changed answers one at a time. If one answer is rejected, the answers after it in that section are not saved, although earlier ones may already be stored. If a save fails, check the section before you try again.
To remove an answer, empty the field and save its section. The answer is then simply blank.
A Business Review fills it in. When you submit a Business Review, up to ten of the twelve fields can be filled automatically from your questionnaire answers. Questions you left blank are skipped rather than clearing what is already there. This surprises people, so it is worth stating plainly: answers you give for a compliance review become part of the profile your collection partners read.
Two fields are never filled this way, because they exist only on this page and are not asked about in a review: brand, tone and language, and your priorities. If you want partners to have that guidance, you have to write it here yourself.
Can a review overwrite what you wrote?
No. A Business Review only fills a field that is empty, or replaces a value that came from an earlier Business Review. A value you typed yourself is never overwritten, and neither is one Debitura added for you.
So a review answer acts as a starting point you can correct. If you edit a field after a review has filled it, your version stands, and the next review will not silently replace it.
The page does not show where each answer came from, so read through the profile after you submit a Business Review. Answers written for a compliance questionnaire are not always the words you would choose for a partner contacting your customer.
If something looks wrong
If a field shows a value you do not recognise, or you cannot open the page and believe you should be able to, contact Debitura support at [email protected] and include your company name and which field is affected.