Creating debt collection steps

Creating debt collection steps

Debt collection steps are automatic messages sent to debtors at specific time intervals.
NOTE: When creating a debt collection step, the following fields must be completed:
  1. Step name
    Enter a custom name for the debt collection step – this helps identify it within the workflow.
  2. Message sending time
    Specify how many days before or after the payment due date the message should be sent:
  • Positive values = days after the due date (e.g. 3 means the message will be sent 3 days after the due date)
  • Negative values = days before the due date (e.g. -1 means a reminder will be sent 1 day before the due date)
  1. Communication channel
    Choose the preferred contact method: email or SMS.
  2. Message subject
    Enter the subject of the message – it will be used as the email subject line (not applicable to SMS).
  3. Message content
    Enter the content of the debt collection message. You can use dynamic tags that will be automatically replaced with participant data. Available tags:
  • Course name
  • Bank account
  • Debt amount
  • Parent’s first and last name
  • Participant’s first and last name
  • Participant ID
  • Promoter name
  • Headquarters name

To create debt collection steps:

1. Expand the “Settings” tab from the side menu.
2. Select “Finance.”

3. Choose “Debt Collection steps.”
4. Click “Add a debt collection step.”


Fill in the form and save it.
NOTE: Each debt collection step can be edited by clicking the pencil icon on the right side of the step.



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