Collection
Turn a debt into a collection contract with its installments, have the debtor and the owner sign it online, register payments and discounts, and follow what remains until it is collected.
Tutorial 1
Your first collection contract
Create a collection contract for a debtor and an owner, spread its amount over installments, send the signing link, start the collection, and see how a contract ends once everything is paid.
How-to 9
Create a collection contract
Fill in a collection contract, its parties, people, amount, payment methods, dates and commissions, create its schedule of installments, reschedule it, and turn an owner's online request into a contract.
Get the contract signed
Send the debtor and the owner their own signing link, by copy or by e-mail, see the page where they read and sign the contract, and what each signature changes on the contract.
Move a contract through its states
The four states of a collection contract, what moves it from one to the next, what each move checks, how to cancel with a reason and bring a contract back, and how to find contracts by state.
Legal terms templates
Write the terms and conditions you reuse as templates, translate them, copy one into a contract in the debtor's language, and see where the terms appear for the parties and in the contract's PDF.
Register a payment
Record money a debtor paid on a collection contract with its proof attached, see how it is spread over the installments, then send or print the receipt and correct a payment.
Offer a discount
Offer a debtor a discount on a whole contract or on one installment, within your discount limit, send the offer to the debtor and the owner, and approve it so the installments change.
Installments and reminders
Follow every installment and its status, spot the late ones, split an installment into smaller ones, and set the reminders that go out by themselves before or after each due date.
Payment methods
Create the ways a debtor can pay, a bank account or cash, agree them on each contract, and see where they show, from the installments and payments to the reminders the debtor receives.
Collection settings
The discount ceiling of each access right, the alert rules that write to debtors, owners and collectors when a contract or an installment changes, the weekly digest, and the access rights of the app.
Reference 1
Collection automations
What Collection does by itself: three scheduled jobs, fourteen e-mail templates sent by the alert rules or by hand, and the follow-up activity of a new contract, with how to stop each one.
Explanation 1
How collection works
What a collection contract holds, how its installments, payments, discounts and signatures connect, how its states move, who sees what, where online requests come from, and what Collection does not do.