Referral Partners
Help content for referral partners who introduce clients or cases to Debitura and need to understand processes, expectations, and reporting.
26 articles
Getting started
First-time guidance to help referral partners get set up and understand how referrals and attribution work in Debitura.
- Referral Partners: Demo mode - try the demo journey, dashboard and onboarding before signing upDebitura offers three self-serve demo experiences that let you explore the referral product without creating an account or entering real data: the whole journey in a made-up accounting app, the…
- Referral Partners: Getting started with DebituraThis tutorial guides first-time referral partners through the process of becoming a Debitura partner - from initial contact to your first successful client referral.
How to
Step-by-step guides for common tasks referral partners perform, such as referring clients or tracking outcomes.
- Referral Partners: How to submit KYC for UK clientsSome UK collection partners require basic identity information about your client's director before cases can be worked. This guide shows how to submit KYC from the Referral Partner Dashboard or…
- Referral Partners: How to request credentials, environments, and support accessThis guide walks you through requesting your Debitura API credentials, selecting the right environment, and setting up support channels. Complete these steps before your technical team begins integration.
- Referral Partners: Lead tracking and quotes - how it worksThis article explains how attribution works for the clients and cases you refer through your platform, what statuses to expect throughout the lifecycle, and how revenue tracking flows from case…
- Referral Partners: How to support your customers using DebituraYour customers contact Debitura directly about their collection: sign-up, agreements, identity checks and cases. How to use the Referral Partner Dashboard to follow their cases, help with onboarding and point…
- Referral Partners: How to go live (non-technical checklist)This checklist covers what your business and operations team needs to complete before launching your Debitura referral partner integration. It focuses on commercial setup, test verification, and launch confirmation.
- Referral Partners: How to invite and manage your team in the dashboardInvite colleagues as User or Admin, resend or cancel invitations and remove people on the Team page of the Referral Partner Dashboard.
Understand Debitura
Explanations of how Debitura works for referral partners, including roles, incentives, and lifecycle expectations.
- Referral Partners: What your client sees during onboardingWalkthrough of the Debitura onboarding experience your customer goes through after you click 'Send to Collection'. Covers the 7 steps, the co-branded onboarding pages, and the rare jurisdiction pricing edge…
- Referral Partners: Co-branded onboarding - customization and branding optionsCo-branded onboarding: your customers see your logo and primary color, with Debitura visible as the platform provider. What you can customize, how it is configured and where your customers see…
- Referral Partners: Referral program overview (what you earn, when, and what counts)The Debitura Referral Partner Program lets you earn ongoing revenue by embedding debt collection capabilities into your platform. You earn a share of Debitura's platform revenue whenever your customers successfully…
- Referral Partners: API & integration overview (what's possible)Debitura provides a comprehensive API that allows referral partners to embed debt collection capabilities directly into their platforms. This overview explains what you can build, helping you scope an integration
- Referral Partners: Data privacy and DPA considerationsThis article explains how data privacy works within the Debitura platform, what Data Processing Agreements (DPAs) are, and what you should know as a referral partner about the handling of…
- Referral Partners: Revenue sharing and financial reconciliationAs a referral partner, you earn a percentage of Debitura's platform revenue each time a case you helped bring to the platform results in a successful collection.
- Referral Partners: Using the dashboard to track cases and earningsThe Referral Partner Dashboard is a web-based portal where you can track all collection cases across your linked clients, monitor your referral earnings through each revenue stage, and manage your…
- Referral Partners: 409 conflict path - what your customer sees and what your platform doesWalkthrough of the 409 ClientExistsNeedsLinking path: what your customer sees, what your platform receives, how cases carry through automatically, and which webhooks fire.
- Referral Partners: What happens when you withdraw a customerWhat withdrawing a customer requires, what it closes, why every link you already sent stops working, and what changes if you re-link them later.
- Referral Partners: Starter Integration - how the collection button worksHow the Starter Integration works without code: one call per invoice, one link to your user's next step, and what Debitura handles for you.
Reference
Factual reference material for referral partners, including definitions, referral rules, and reporting concepts.
- Referral Partners: Support channels, SLA, and escalationReference page for referral partners on contact channels, response-time SLA, escalation path, and what to include in a support request.
- Referral Partners: Lead & quote status definitions (and expected actions)This reference explains the lead and quote statuses your clients may encounter when a case is priced by custom terms rather than the standard contract. Understanding these statuses helps you…
- Referral Partners: Webhook events (business meaning glossary)This glossary explains what each Referral Partner webhook event means in business terms. Use it to understand when events fire and what they signal about your clients' status. For technical…
Troubleshooting
Help for resolving common issues, errors, and questions encountered by referral partners.
- Referral Partners: Missing lead attributionIf cases submitted through your integration are not generating referral fees, this guide walks you through the most common causes and the fastest self-serve checks you can perform before contacting…
- Referral Partners: Customer signup / activation issuesIf a customer you referred to Debitura is unable to sign up, complete onboarding, or activate their account, this page covers the most common causes and how to resolve them.…
- Referral Partners: Integration troubleshooting checklist (non-technical)This checklist helps you triage common integration issues without writing code. Work through each section to identify the problem, then use the escalation checklist at the end if you need…
- Referral Partners: When your customer's link request expiresRecovery script for the client.link_expired webhook: what it means, how to recover by re-running POST /clients with the same payload, and when to escalate.
- Referral Partners: Why are my earnings stuck in Pending?Pending earnings are normal, not a bug. Why an earning waits in Pending, what moves it to Ready to Invoice, and when to contact us.