Documentation

How to get started with Debtics, from company registration to working the dashboard, invoice recovery and corporate recovery day to day.

Overview

Debtics is a debt collection system for companies in the UAE. Innovative debt collection management to simplify and standardize the debt collection process. This is a software used for corporate collection departments, invoice recovery and corporate recovery.

Key features of Debtics are the following:

1. Risk Tracking
2. Scheduled Tracking
3. Smart Payment Reminders
4. Complete Mobility
5. Maximum Profitability
6. Defaulters Management
7. Notification & Alerts
8. Collaborative Collection Process
9. All In One System For Debt Collection

Here we have Dashboard, Invoice recovery tab, Corporate recovery tab, Tasks and Settings. Dashboard will give an overall summary of corporate recovery and invoice recovery data such as the number of total files, Assigned, Unassigned, Contactable, Non contactable, Unattended, Total follow ups made etc. Dashboard will also share the details of graphical representation of contact code summary and follow ups made.

In the Invoice recovery tab we are able to add invoice debtors. Summary of total amount collected and remaining amount is shown here. Similarly in the Corporate recovery tab also, we can add corporate debtors. There we can get the summary of outstanding amount, total paid amount and remaining amount. The Installment tab is there to enter the payment details if the debtor is paying the amount on installment. Tasks can be assigned to assigned users to keep track of their activities. The activity log helps to get an idea of all activities done on the software.

Registration

1. Signup from the Debtics Website. Here we are registering as a company.
2. While registering a notification will be sent to the subscriber administrator.
3. Subscriber administrator will change the user permission to allow status in which we will become an administrator.
4. In the administrator profile we should create a role i.e. team leader / manager / agent.
5. A pop up will be shown to create role, create your team, create invoice collection, create debtors.

Dashboard

The dashboard contains four main contents: invoice summary, invoice recovery, corporate summary and corporate recovery.

Corporate summary

The company summary in a business plan provides an overview containing a description of your company at a high level. The corporate summary page shows the:

1. Total files
2. Assigned
3. Unassigned
4. Contactable
5. Non Contactable
6. Unattended
7. Follow ups

It also shows the contact code summary as a graphical representation. The follow up mode is also a graphical representation.

Invoice summary

An invoice summary is a collection of invoices that your company has created and processed over a specified period of time. The invoice summary page shows the:

1. Total files
2. Assigned
3. Unassigned
4. Contactable
5. Non Contactable
6. Unattended
7. Follow ups

A new invoice debtor can be added, which shows all the debtor information. We can also import invoice debtors and download and view as a CSV file. We can also filter by status, date etc.

Contact code

This includes the contact codes such as refused to pay, PTP (Promise To Pay), paid, unpaid etc. A contact code summary will be shown as a graph.

Follow up mode

This shows the status of the clients, whether they are contactable or non contactable.

Monthly installment

The payment can be done as an installment per month.

Task

This is to assign the work to the staff, which will be shown as a reminder in their profile.