CREATING A PAYMENT SCHEDULE
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Payment schedules can be rapidly set up using the Payment Schedule Calculator. Simply enter either the number of payments that the debtor wishes to make, or the period payment amount (weekly, monthly etc) and claimIT will calculate a payment schedule. |
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PAYMENT & PART PAYMENT MONITORING |
claimIT enables the fully automatic monitoring of payments and part payments schedules. Once a payment schedule has been agreed claimIT will monitor the repayments notifying you if one is missed thus allowing you to take the necessary action. |
CHARGING & BILLING |
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If you are performing the debt recovery process on behalf of, for example, clients or departments within your company, claimIT contains a very flexible charging structure. Multiple charging tables may be defined so that the charging process can be structured to meet your clients' particular requirements. For example, clients supplying you with a large number of debts to recover can be charged at a different rate to a client with only an occasional debt. The charges can be based upon the actions being performed and/or a percentage of monies recovered. A billing system is contained within claimIT that enables you to create bills/invoices for your clients/departments. You can design multiple bill/invoice layouts enabling you, if required, to personalise the invoices for particular clients or needs. |
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REPORTING - OFFICE / MANAGEMENT |
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Office/management reports are for your internal use and for the general management of the debt recovery department. A simple to use Select Report Generator enables you to produce a wide range of reports based upon your own chosen criteria. For example, payments received between two dates; costs & disbursements in excess of £n; opened between two dates etc.
An Export to Excel function allows you to transfer all or selected debt details into an Excel spread sheet for further analysis, perhaps for creating a special report for a client. Selected financial information may also be transferred to other systems via a CSV (Comma Separated Variables) file. |
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REPORTING - CLIENT |
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The client orientated reports are for presentation to a client or user department regarding the progress of their debts.
There is a selection of report layouts available which contain varying degrees of detail. These reports may be printed, automatically emailed as an attachment or produced as an email report, again for immediate forwarding to your client.
These reports can also be produces as web pages enabling you to offer, through your own web site, an on-line debt progress enquiry function. |
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FORMS & LETTERS |
A very wide range of forms, including all the main County Court forms, Statutory Demands, Writs etc, are included in the system. Additional forms, if required, may be simply and rapidly added to the library. All forms, fully completed, are displayed on the screen before printing thus allowing you to make any amendments or additions should you so require.
One form that is proving extremely successful is the Notice of Intent To Issue A County Court Claim. This form, designed by ourselves, is an optional replacement for the traditional Letter Before Action. Due to its formal layout users have reported in excess of 70% recovery without having to progress the debt further.
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All letters, in standard Microsoft WORD format, are contained in a letter library. A set of standard letters is supplied but these can be modified or new letters added to create a set of letters to meet your own special requirements. Letters can be automatically produced as part of an action step or can be individually produced. Letters can be linked to forms or other letters so that all necessary documentation is produced at one time. |
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DOCUMENT FLOW PATHS |
| Multiple document flow paths may be defined that enables differing recovery process to be handled within the one system. These flow paths identify the forms and/or letters you wish to produce at each step of the recovery process. Forms may be linked to other forms and letters to forms or to other letters. In this manner you can, for example, set one path for normal County Court recovery and another for repossession. Each debt will then automatically produce the correct forms and letters as specified in the document flow that had been assigned to it. |
CASE NOTES |
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claimIT will automatically record a note when any action is undertaken.
You can also apply free hand notes to the debt. For example, if a telephone call is taken then the details of the call may be recorded.
All notes are automatically dated and timed.
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E-MAIL
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claimIT integrates with Microsoft Outlook to enable you to send emails to either your client or the debtor. It also allows you to record emails received, including any attachments, against the associated debt thus enabling a full and total record to be kept of all correspondence sent and received.
A further function enables you to instantly to produce a 'case history' of either a single debt of all debts relating to a client. This 'case history' detail can be directly e-mailed to your client from within claimIT.
claimIT also allows you to send email reminders to debtors who are paying by instalment a few days before the next instalment is due. |
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WEB PAGE REPORT PRODUCTION |
| Reports can be produced in WEB format for deploying on your web site. This allows you to provide a web based service to your clients or departments enabling them to track the progress of their debts. |
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