Case preparation
Validate required data and documents before a case is made available for handover.
Collections automation
Controlled collections handover
Escalate receivables only when the workflow, available data and customer situation justify internal, external or legal follow-up.
Move the complete case, not just the balance
Prepare handover with invoice details, payment history, communication, disputes, arrangements, risk signals and completed workflow steps. Collection partners receive the context needed to continue the process responsibly.
Escalation based on policy
Use configurable rules, approval thresholds and exception handling to determine when a case moves to an internal specialist, collection agency, bailiff or legal route.
Partner routing
Route cases to the appropriate internal team or external partner based on agreed rules.
Status feedback
Receive updates from collection partners and keep the receivables workflow synchronised.
Audit trail
Record why, when and by whom a case was escalated, approved, transferred or returned.
Escalation as part of one receivables process
Collections handover is not a disconnected final step. It remains linked to payment, dispute and customer communication workflows.
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