Overview of settings for debt collection partners

In this article you will learn the basic configurations for debt collection in the software

Overview

1. Configure debt collection partners:
   • Go to Settings / Finance / Debt Collection.
   • Select a debt collection partner and configure the master data.
   • Enable the automatic transfer of debt claim returns (MemberCash).
2. Deactivate/switch debt collection partners:
   • Go to Settings / Finance / Debt Collection.
   • Select the Active debt collection partner and click the pencil (edit) icon to deactivate the partner or switch to a different one.
   • Confirm the selection.
3. Manage dunning and debt collection runs:
   • Go to Finance / Dunning and debt collection run.
   • Select the period and the debt collection partner.
   • Check the status of individual dunning and debt collection runs.

Configure debt collection partners

Under Settings / Finance / Debt Collection, open the Collection and transmission settings page. Under Standard debt collection configuration, you can configure the debt collection partners of your studio. Add the necessary master data and enable the automatic transfer of debt claim returns (for MemberCash customers). This facilitates the debt collection process and improves efficiency. The displayed partners are activated and notified. Please note that you will receive confirmation of your partner's activation. Make sure your partner is also informed about the planned cooperation by you.

Deactivate/switch debt collection partners

If you want to deactivate your current debt collection partner, go to Settings / Finance / Debt Collection and open the Active debt collection partner via the pencil (edit) icon. Deactivate the partner and confirm the deactivation. Note that no new debt collection cases can be transferred until a new partner is activated.

If you want to switch your partner, edit the Active debt collection partner via the pencil (edit) icon and select a new partner. By activating the new partner, your currently active debt collection partner will be deactivated. You will continue to receive feedback on already transferred files from your previous debt collection partner. All new dunning and debt collection runs will be transferred to your new partner.

Manage dunning and debt collection runs

To manage dunning and debt collection runs, navigate to Finance / Dunning and debt collection run. In this area, you will see an overview of the latest dunning and debt collection runs, including the start date, debt collection partner, number of members, and amount. Check the status of each run and the respective locations.

Note: This article was created with the help of artificial intelligence and editorially reviewed.