Introduction
In the world of FinView, understanding the role and importance of invoices is crucial for effective debt management. Invoices are fundamental components of a debt collection case. Without them, creating a case in FinView isn't possible. This article will explain what an invoice represents in FinView, and how users can access and manage them.
What is an Invoice in FinView?
An invoice in FinView is a documented transaction representing an amount owed by a debtor. It is a critical piece of evidence that substantiates the financial obligation of the debtor to the creditor. Each invoice contains detailed information, such as the amount due, the date of the transaction, a description of the goods or services provided, and any other pertinent details.
Case and Invoice Relationship
In the FinView ecosystem, a debt collection case is essentially built up of one or more invoices. For example, consider Osborne Jefferson’s case with a mobile operator. His unique case number, provided by the operator, is MNO-05647. This case consists of four unpaid invoices: one for the mobile device and three for monthly service charges. Thus, each invoice contributes to the total debt amount of the case.
Viewing Invoices in FinView
To access and review invoices within a specific case:
- Search for the Case: Users can locate a case by searching for the case number, like Osborne Jefferson’s MNO-05647.
- Access Initial Invoice Details: In the case status box, click on the three white dots in the right corner and select 'Initial Invoice'. This action will display the initial details of the invoices associated with the case.
- Detailed Invoice Review: For more in-depth information, click on the orange eye icon next to the Invoice number. This will reveal specific details of each invoice, such as the individual amount, service or product details, and the due date.
Conclusion
Invoices are more than just paperwork in FinView; they are the backbone of the debt collection process. They provide clarity and legitimacy to the debt owed, and FinView's structured approach allows for an organized and transparent view of each debtor's financial obligations. By understanding how to navigate and manage invoices within the platform, users can effectively handle their debt collection cases with precision and ease.
