a) On the General Information tab, fill out the buyer’s contact information.
b) On the Claims Details tab, fill out all the required fields. Carefully read and scroll through the Collection Service Agreement (if applicable) and the Claim Terms and Conditions. You will need to click the “I Agree” checkbox in order to proceed.
c) On the Documents/Comments tab you can add relevant comments and attach associated documents such as statements of account, proof of debt, proof of shipment and credit information.
* Please ensure you provide us with the documents required by the DCL method you chose for this buyer (see your Coverage Certificate for details).
d) On the Invoices tab you can add line items for each unpaid invoice, credit note or payment. Enter the information into each field, then click on the Add button. A total amount will appear in the fields at the bottom of the screen.
You can also upload your unpaid invoices (in *.CSV file format) by clicking on the Bulk Upload button. Each row in the .CSV file must list the following values in the following order, including the semicolons: Document Number; Issue Date (DD/MM/YYYY); Due Date (DD/MM/YYYY);Amount excl.tax;Amount incl.tax;Currency;Invoice (IN) or Credit/Payment (CN). Here’s a sample template for your reference.