There are two ways to create a Debt record. You either pass an existing Fleetworks record into the Debt Module or you manually create a new record.
For example, if you are notified that you have lost a Chargeback then locate the Chargeback in Fleetworks. You will have two options when marking the Chargeback as lost:
- Lost - Not Further Action
- or Lost Debt Recovery.
When you select either option two new fields will appear to confirm the date the Chargeback was lost and the amount that was lost.
Complete these and click Save. Lost – no Further Action will simply update the Overview reports and the record will be considered closed. You can alter the status later if needed. Marking a Chargeback as Lost – Debt Recovery will transfer you to the Debt Module.
Summary data will be copied from previous modules such as the agreement details and some documents. You should complete the Amount Outstanding, Willing to settle for and Free Text boxes.
If the debt was created from a lost Chargeback then the reasons listed in the Chargeback Module will be displayed above the action buttons to help you assign the debt correctly. You should select the Debt Reasons in the fields here. For details on setting up the Debt Reason see this article.
If you want to create a debt from a PCN then locate the PCN and select the Create Debt action button. This will take you to the Debt Module where you can follow the same process.