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How to send a debtor to debt collection
How to send a debtor to debt collection

Learn how to send a debtor's account to Collect; our debt collection service

Updated over a year ago

Prerequisites

You cannot send an account to Debt Collection if:

  • The invoice(s) is disputed by your customer

  • The invoice(s) is for Gym memberships, Childcare, or Rent.

  • The account is collectively less than $500. IMPORTANT: We do not start the debt collection process until you have signed the terms and conditions.

Accept the terms and send to debt collection

From the main menu click on Collect. The first time you do this you'll be asked to accept some terms and appoint us as your Commercial Agent so we can collect debts on your behalf.
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How to move a debtor to Collect

  1. Log into CreditorWatch Collect.

  2. Find the debtor (within Accounts or Calls)

  3. Select the debtor, then

  4. Click 'Move to' and 'Collect'

  5. View the Collect tab, click to confirm the debts you want to send to debt collection.
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We advise moving the whole of a debtors account to collect, rather than one or two invoices, as using debt collection may end the relationship.


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