In this article, you will learn:
How to create a collection run in Magicline and use the associated features.
Every so often neither gentle persuasion nor reminders work. The member is either unwilling or unable to settle their debts. In such cases, you still have the option to hand over these claims to a debt collection partner. Our partners provide the service that suits you best. You can view which partners are available to you here: Marketplace
Table of Contents:
- Creating Collection Runs
- Collection Runs Overview
- Member Overview and Details
- Choosing a Collection Partner
Creating Collection Runs
To create a collection run in Magicline, follow these steps:
- In the main menu, select the area Finance, Dunning and Collection Runs
- Click on Collection to see a preview of all members or to get an overview of past collection runs
- Click Create Collection Run to start the process
- Choose whether to include minors. If you manage multiple locations, you can select the respective location here
- In the preview, you will see the date, the respective collection partner, the number of members, and the amount
Collection Runs Overview
In the collection section, you can see an overview of all collection runs. This overview includes important information such as the status of the collection run, the handover date, the number of affected members, and the total amount.
Member Overview and Details
You can view details of individual members who have been handed over to collection by clicking on a specific collection run in the overview. Here, you will find relevant information such as the member number, name, and outstanding amount.
By consolidating dunning and collection runs into one menu item, you can make your financial operations more efficient and transparent. Make sure to carefully follow all steps to ensure correct processing.
Choosing a Collection Partner
Our app store offers you a growing number of partners, including those specializing in debt collection management.