1. How do I create a custom entity property?
2. How do I add a custom entity property to a collection case?
3. How can I quickly check which collection case has which repayment plan?
If you have multiple payment plans, you can add the name of these payment plans as a custom entity property. This way, you can define on each of your active collection cases which payment plan you have agreed with the customer.
1. How do I create a custom entity property?
Navigate to Configuration .
In the Configuration menu, choose Configuration and click the Custom Entity Properties tab.
You can add a new entity property by clicking + Add .
When creating a new entity property, you must complete the following fields:
name: enter the name of the payment plan here
description: enter the description of the payment plan here
entity: choose collection case
data type: select text
unit of measurement: n/a will be automatically filled in as unit of measurement when you select text as data type
Click Save before leaving the Custom Entity Properties tab.
2. How do I add a custom entity property to a collection case?
Click on Debtor Follow-up in the navigation bar .
In the debtor follow-up overview page click on an active collection cycle .
On the Details page of the active collection cycle, click Add in the Custom Entity Properties card.
Select one of the payment plans you created in the Configuration menu .
If desired, you can add a start and end date .
In the text field you can enter the appointment you made with the customer.
If you have agreed on a 12-month payment plan with your client and the client has an outstanding debt of €600, you can use the text field to note that the client will pay €50/month. In the start date field, you can enter the date on which the client will make the first payment of €50 and in the end date field, you can enter the date of the last expected payment instalment.
Then click Save .
3. How can I quickly check which collection cases have which repayment plan?
On the debtor follow-up overview page you can check which collection cycle has which repayment plan and which agreements were made with the customer.
If you export an overview of your collection cycles to Excel, you can also check in your export which payment plan is active and which agreements have been made with the customer.