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How do I bundle all invoices of my customer into one debt collection case?

Via 'Actions' on the customer page, use 'Start debt collection case' to select all outstanding invoices of a customer, including invoices that haven't completed the intermediate steps yet, and combine them into one debt collection case.

Please note: Payt is not a collection agency. With Payt's software, you carry out an amicable collection process yourself. You remain responsible for the execution of the collection process.

Starting a debt collection case for all invoices of a customer

  1. Go to the customer page of the customer in question.

  2. Under 'Actions', click 'Start debt collection case'.

  3. You will first see the invoices that are already ready for collection, because they have completed the full invoice process.

  4. Tick the checkbox 'Show invoices that are not yet ready for debt collection' above those invoices to also display the invoices that are not yet ready for collection. For each invoice, you will see the next upcoming step.

  5. Tick the invoices you want to include in the collection case.

  6. Click 'Start debt collection case'.

For the selected invoices that were not yet ready for collection, the intermediate steps are automatically skipped and the status is immediately set to 'Ready for collection'. All selected invoices are then combined into one new collection case. A collection case always relates to one customer. There is no maximum to the number of invoices you can include at once.

When do you use this?

This functionality is especially useful if you:

  • want to start a debt collection case for all outstanding invoices of a customer in one go, instead of per individual invoice;

  • work with a bailiff who prefers to receive files in one go rather than spread across multiple cases.

Mandatory final reminder (NL and BE)

For customers in the Netherlands and Belgium, when starting the collection case you will see a notification that you are legally required to send consumers a final reminder before placing a claim in collection. If you skip this step, there is a risk that the additional costs will not be awarded if the claim later ends up in legal proceedings.

Deactivating a debt collection case

Do you want to stop a collection case after all? You can deactivate the case. All invoices in the case will then automatically return to the 'Ready for collection' step.

Read more: How do I deactivate a collection case?

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