Managing debt collection efficiently, requires quick access to specific documents, such as invoices, that make up a case. This quick guide will help you through the steps, to locating the invoices, for a particular debt collection case in FinView.
1, Open the case.
From the debtor overview screen, click on the case you need to open.
2, Click the 3 dots in the case status.
Now select the 3 dots, located in the case status box.
3, Select 'Initial invoice'.
From the drop down list, click on the Initial Invoice option.
4, The invoice table is now presented.
The invoice information, will appear via a pop up screen. To close, simply click the cross icon, in the top right corner.
Finding invoices within a case, is a straightforward process, designed for quick access, and easy navigation. Whether you need to review, verify, or utilise these invoices for further action, FinView makes it simple, and efficient.
