Clients
Guides, explanations, and answers for creditors using Debitura to submit cases, track recoveries, and understand how the platform works for clients.
82 articles
Getting started
First-time guidance to help clients get set up, submit their first cases, and understand what happens next in Debitura.
How to
Step-by-step guides for common tasks and workflows clients perform when using the Debitura platform.
- Clients: How to manage who Debitura contacts (emails, notifications, and roles)Debitura uses two email channels to contact your organisation: a company-level office email and the personal login emails of your team members. This article explains which channel is used for…
- Clients: Filing a complaint - limits and what to do if you cannot fileDebitura limits you to one active complaint per collection partner and one active complaint per case. If you are blocked from filing, you can view the existing complaint and, if…
- Clients: How To Complete a business reviewThis guide walks you through submitting a Business Review questionnaire and responding to any follow-up requests from Debitura.
- Clients: How to connect KashFlow and sync invoicesThis guide walks you through connecting your KashFlow account to Debitura using your KashFlow username, password, and memorable word. Once connected, you can import unpaid and overdue invoices and convert…
- Clients: How to submit a case when you already have a court judgmentHow to submit a case when you already hold a court judgment so the partner can quote enforcement terms instead of starting standard pre-legal collection.
- Clients: How to create and submit a caseThis guide walks you through creating a debt collection case in Debitura. After completing these steps, your case enters the validation queue and progresses toward assignment to a collection partner.
- Clients: How to add, update, and archive bank accountsThis guide explains how to manage bank accounts in Debitura. Bank accounts determine where recovered funds are sent after successful collection.
- Clients: How to manage email preferences and notification settingsThis guide explains how to control which emails you receive from Debitura. You can adjust your notification preferences to reduce inbox volume while staying informed about important case updates.
- Clients: How to use webhooks to get real-time case updates in your own system(s)Webhooks let Debitura automatically notify your systems when events occur on your collection cases, such as case creation, status changes, payments, or messages. This guide explains what webhooks are available…
- Clients: How to connect QuickBooks Online and sync invoicesThis guide walks you through connecting your QuickBooks Online account to Debitura using a secure OAuth2 flow. Once connected, you can import unpaid invoices and convert them into debt collection…
- Clients: How to connect Stripe and import unpaid invoicesThis guide shows you how to connect your Stripe account to Debitura and import unpaid invoices to create debt collection cases. Connect with one click via Stripe's OAuth consent screen…
- Clients: File a complaint about a collection partnerIf you are unhappy with how a collection partner is handling your cases, you can file a formal complaint directly from the Debitura platform. Debitura will review the complaint and…
- Clients: How to request a Data Processing Agreement (DPA)A Data Processing Agreement (DPA) is required under GDPR for EU-based creditors using Debitura. This guide walks you through Debitura's self-service DPA wizard, where you can generate, review, and digitally…
- Clients: How to use divisions (business units)Divisions let you organize your cases by brand, subsidiary, or legal entity within a single Debitura account. This guide shows you how to assign divisions when creating cases and filter…
- Clients: How to set up divisions (business units) to organize casesDivisions let you organize cases by brand, subsidiary, or legal entity within a single Debitura account. This guide walks you through creating and managing divisions so you can track which…
- Clients: How to connect Zoho Books and sync invoicesThis guide explains how to connect your Zoho Books account to Debitura and import unpaid invoices for debt collection. The integration uses secure OAuth2 authentication and automatically maps invoice and…
- Clients: How to get a cost estimate before submitting a caseThis guide explains how to see your collection costs before committing to a case. Debitura operates on a "no cure, no pay" model, so you only pay a success fee…
- Clients: How to sign agreements (SDCA + PoA) and access signed documentsThis guide walks you through signing the two key agreements required to use Debitura: the Standard Debt Collection Agreement (SDCA) and the Power of Attorney (PoA). It also explains how…
- Clients: How to review quotes and choose a legal collection partnerThis guide explains how the quote collection process works when your case is referred for legal collection.
- Clients: How to upload documents to a caseThis guide shows you how to attach documents to an existing case in the Debitura client portal. Uploading supporting documentation helps your collection partner verify the claim and strengthens the…
- Clients: How to handle special case scenarios (partial payments, disputes, debtor bankruptcy)This guide explains how to manage non-standard situations that can arise during debt collection, including partial payments, debtor disputes, bankruptcy, and contact information changes.
- Clients: How to track a case (timeline, statuses, and updates)This guide shows you how to monitor your debt collection cases in Debitura. You will learn where to find case statuses, how to interpret them, and how to stay informed…
- Clients: Legal quote flow - compare quotes and select a winnerWhen your case needs custom pricing, Debitura automatically connects it with vetted local attorneys and collection agencies who submit competitive quotes.
- Clients: How to upload cases via ZIP file (documents + mapping)This guide explains how to submit multiple cases along with their supporting documents by sending a ZIP file to Debitura. This method is ideal when you have many cases with…
- Clients: How to close or withdraw a caseThis guide explains how to close or withdraw a case from the Debitura platform. All close actions use the same Close case button in the Actions dropdown on your case…
- Clients: How to access reports, statements, and collection performance dataThis guide shows you where to find collection analytics, performance metrics, and case data in the Debitura client portal. You can view your collection rate, case outcomes, and export case…
- Clients: How to contact your collection partner (chat and notifications)Debitura offers two ways to message your collection partner: the case chat for questions about a specific case, and the partner-level chat for general questions about your relationship with a…
- Clients: How to connect Zapier and automate case creationThis guide shows you how to connect your Debitura account to Zapier and set up automated workflows (Zaps) to create debt collection cases from other applications. No coding is required.
- Clients: How to edit debtor information and claim detailsThis guide explains how to update debtor details (contact information, identity, location) and claim details (amount, currency, dates) for your cases in Debitura.
- Clients: How to generate an API keyThis guide shows you how to create an API key for the Debitura External API, and how to share it securely with your developer or IT team. API keys enable…
- Clients: How to respond to tasks and information requestsTasks are action items that require your attention. They are created when your collection partner needs information from you or when you receive a message in the case chat.
- Clients: How to submit multiple cases via CSV importThis guide explains how to submit multiple debt collection cases at once using a CSV file. You will download a template, fill it with your case data, and email it…
- Clients: Where to view and download signed agreements (SDCA & PoA)Your signed Standard Debt Collection Agreement (SDCA) and Power of Attorney (PoA) documents are stored in the Contracts page of your Client Portal. This guide shows you how to find…
- Clients: How to report a direct payment from the debtorIf your debtor paid you directly instead of the collection partner, you need to inform your partner so they can register the payment and complete the case. This guide shows…
- Clients: How to close your Debitura accountThis guide explains how to permanently close your Debitura account, what you need to do first, and what happens to your data after closure.
- Clients: How to confirm your case was submitted successfullyAfter you submit a case, you can verify it was received by checking your case list in the Debitura portal. This guide explains what to look for, what the initial…
- Clients: How to invite team members and manage usersThis guide walks you through inviting new team members to your Debitura account, understanding user roles, and removing users when needed.
- Clients: How to request corrections to case data or claim amountsThis guide explains how to correct debtor details, claim amounts, or invoice dates on a submitted case. What you can change depends on how far your case has progressed through…
- Clients: How to rate a partner / submit feedbackAfter a collection case closes, Debitura creates a task in your task list asking you to rate your collection partner’s performance. This guide explains what to expect, how to complete…
- Clients: How to export case documentation as a PDFDownload a single-case PDF that bundles the case summary, invoices, timeline, chat history, payment records, and attachment list.
- Clients: How to connect your AI assistant to Debitura (MCP server)Connect Claude, Cursor, or another MCP client to Debitura with your API key so you can manage cases from your AI assistant.
Understand Debitura
Explanations of how Debitura works for clients, including processes, roles, expectations, and how outcomes are determined.
- Clients: Business reviews - what they are and why you received oneA business review is Debitura's compliance check to verify your business practices. This article explains what a review is, why you received one, what happens at each stage, and the…
- Clients: Monthly case updates - what to expectOnce your case is actively being worked on, Debitura ensures you receive regular progress reports from your collection partner. This article explains how monthly updates work, what information they contain,…
- Clients: Legal action - how it works and what it typically costsLegal action (debt recovery through court proceedings) may be needed when amicable collection has not led to payment - or when a case does not qualify for pre-legal collection.
- Updated Debt Collection Agreement (2026)What has changed and what you need to do before March 25, 2026.
- Clients: How complaints workIf you have a concern about a collection partner's conduct, Debitura provides a formal complaint process. This article explains what a complaint is, how it moves through each stage, what…
- Clients: Case status & email updates explainedDebitura sends email notifications to keep you informed as your case moves through the collection process. This article explains the most common emails you will receive and whether any action…
- Clients: Data privacy and document visibilityThis article explains how Debitura protects your data, who can see your case documents, and what your responsibilities are as a client.
- Clients: What to expect during pre-legal collectionWhen you submit a case to Debitura, our local collection partner begins pre-legal (amicable) debt collection on your behalf. This article explains what happens during this phase, how long it…
- Clients: Collection period & exclusivity - what it means for youWhen you submit a case to Debitura, your assigned collection partner gains exclusive rights to work on recovering the debt for a defined period.
- Clients: Billing, invoicing and who you payWhen your debt is recovered, your local Collector (the collection partner assigned to your case) handles invoicing and disbursement.
- Clients: Roles and responsibilities (Client vs Partner vs Debitura)When you submit a case to Debitura, three parties work together to recover your debt: you (the Client), a local Collection Partner, and Debitura as the platform operator. This article…
- Clients: Integration optionsDebitura offers multiple ways to get your invoices into the platform and create collection cases. This guide explains each integration path and helps you choose the right option based on…
- Clients: Where is Debitura located (and do you have an office in my country)?Debitura is headquartered in the United States and operates as a global technology platform. Rather than maintaining physical offices in each country, Debitura connects you with a network of over…
- Clients: Compliance and verification - how Debitura protects your data and follows regulationsDebitura is designed to handle debt collection in compliance with GDPR and applicable data protection laws.
- Clients: What to expect during debt recovery - timeline, process, and outcomesThis article explains the complete debt recovery journey from the moment you submit a case through Debitura to final resolution.
- Clients: Statute of limitations - what it is and why it mattersEvery debt has a legal time limit for collection, known as the statute of limitations (or "limitation period"; in many civil-law systems this falls under the concept of "prescription").
- Clients: How Debitura assigns a local partnerWhen you submit a debt collection case, Debitura automatically matches it with a local collection partner qualified to handle the claim. This article explains how the matching works, what criteria…
- Clients: What happens when no local partner is available in a countryWhen you create a case for a jurisdiction where Debitura does not have a local pre-legal collection partner, the platform offers an alternative path: competitive quotes from vetted lawyers and…
- Clients: What is the auto-generated case summary in my case files?What the auto-generated PDF case summary is, why it appears, what it contains, and who can see it.
- Clients: Using Debitura from an AI assistant (MCP server)What the Debitura MCP server is, what you can do with it from an AI assistant, and how it keeps your data secure.
- Clients: Can Debitura recover a physical asset like a vehicle?Debitura recovers the money you are owed. Physically seizing a specific asset, like a vehicle, is only possible through legal enforcement.
Reference
Factual reference material for clients, including definitions, statuses, supported data, and platform behavior.
- Clients: Case status definitionsQuick reference for understanding what each case status means in Debitura and what action is required from you.
- Clients: Documents & evidence checklistThis reference page lists the documentation and evidence requirements for submitting debt collection cases to Debitura. Requirements vary based on claim value and claim type.
- Clients: Case requirements (eligibility criteria)This page explains what makes a debt eligible for Debitura's "No Cure, No Pay" pre-legal collection.
- Clients: Request a new integration (roadmap, process, and timelines)This page lists the integration options available on Debitura, the workflows they support, and how to request a new integration if you need one that does not exist yet.
- Clients: Country coverage and jurisdictions (how to interpret it)Debitura organises geographic coverage using two levels: countries and jurisdictions. This page explains what each level means, how they affect your cases, and what happens when coverage is not available…
- Clients: Required case information (field checklist)This page lists every piece of information you need to provide when submitting a debt collection case through Debitura. Use it as a quick-reference checklist before you begin.
Troubleshooting
Help for resolving common problems, errors, and unexpected behavior encountered by clients.
- Clients: Your account is blocked - causes and next stepsIf you see a message that your account has been blocked when trying to submit a case or access certain pages, a Debitura admin has restricted your account. This article…
- Clients: Document upload failsIf your document upload fails in the Debitura platform, this guide helps you identify the cause and fix it. Most upload issues are related to file size, file type, or…
- Clients: Can I change the collection partner on my case?In most situations, you cannot switch to a different pre-legal collection partner while your case is active. This article explains why, and outlines what options you have if you are…
- Clients: I don't have partner coverage in a countryWhen you try to create a case, you may see a message indicating that your case requires custom pricing because no local partner operates under standard No Cure, No Pay…
- Clients: Partner declined my case - what happens next?When a collection partner declines your case, Debitura automatically determines the next step based on your account settings. In most cases, your case is shared with our partner network so…
- Clients: Why does my case need more information? (validation & missing details)If your case shows "More Info Required," it means Debitura or the collection partner needs additional information before collection can begin. This guide explains why this happens and how to…
- Clients: Accounting integration not syncing - fixesIf your accounting integration has stopped syncing invoices or is importing incomplete data, this page walks you through the most common causes and fixes for each supported integration.
- Clients: Email verification issues and fixesDebitura requires email verification when you create a new account and uses two-factor authentication (2FA) when you sign the Standard Debt Collection Agreement.
- Clients: How to reset your password / login troubleshootingIf you cannot log in to your Debitura client account or need to reset your password, this page covers the most common causes and how to fix them.
- Clients: Platform Technical Issues - Troubleshooting Common ProblemsThis article covers the most common issues Debitura clients encounter when using the platform, along with step-by-step fixes. If your issue is not listed here, contact [email protected] with a description…
- Clients: Not receiving email notificationsIf you are not receiving email notifications from Debitura, this guide walks you through the most common causes and the fastest self-serve checks you can run before contacting support.
- Clients: Case submission errors (validation) - what to doIf you see an error when submitting a case or your case is stuck in Pending Verification, this article explains the most common causes and how to resolve them yourself.
- Clients: What does the "Merged" status mean on my case?What the Merged status means when your collection partner consolidates two of your cases for the same debtor, and what to do next.