How to
Step-by-step guides for common tasks and workflows clients perform when using the Debitura platform.
43 articles
- Clients: How to request legal action on an existing caseHow to ask the collection partner already working your case to consider legal action: where the request lives, what it does and does not do, and what happens after you…
- Clients: Your collection partner sent you a legal quote - what to doYour current partner can send you a single legal quote on a case they already handle. Where it appears, what Recommendation and Required mean, and what happens when you approve…
- 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 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 Complete a business reviewThis guide walks you through submitting a Business Review questionnaire and responding to any follow-up requests from Debitura.
- 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 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: 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 available to every client on request. This guide walks you through Debitura's self-service DPA wizard, where you can generate, review, and digitally sign your…
- 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 has no assigned collection partner, Debitura shares it with vetted local attorneys and collection agencies who submit competing quotes for you to compare.
- 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 feedbackDebitura asks you to rate your collection partner when a case closes, and you can also leave a review at any time from the case. This guide explains both routes,…
- 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.