a) On the General information tab, ensure that the buyer’s contact information is filled out.
b) Update any information required on the Overdue Details tab.
c) On the Claims Details tab, fill out all the required fields. Read and scroll through the Collection Service Agreement (if applicable) and the Claim Terms and Conditions, making sure to click the “I Agree” checkbox.
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.