| Sending a Letter of Claim |
| Step 1 - Create a Debt |
| Log in at the 'Members' tab with your user e-mail address and password. Click 'Create a New Debt'. Select Debt Type (a help menu at the side of each field guides you). Select 'commodity' i.e what you have supplied for the money claimed. Select Interest Type. Go to the Late Payment Law tab and use our "Do my debts qualify" side tab to calculate whether your debts qualify for late payment interest and late payment compensation. Please use our free issue clause in your T & C in future if they don't and you would like them to. Then complete the Debtor's Details. Your debt will appear in your 'current debts' list. |
| Step 2 - Select Letter Before Claim |
| On your current debts page go to the 'next step' column. Select 'Create Letter Before Claim' from the drop down menu. Click 'Go'. |
| Step 3 - Add Your Invoice Details |
| Select 'Add an invoice to this debt'. Enter the invoice number, full amount and due date. Press 'Save'. If part of the invoice has been paid use the 'offset payment' button. Repeat for each outstanding invoice. Click the 'create claim document' link. Enter the 'Salutation' you wish to sue in the letter (e.g. 'Mr Debtor' or 'Fred' or 'Sir' or 'Madam'( and click 'Create Document'. View the 'Claim Advice' which shows your entitlments for this debt at this day. Check the draft Letter of Claim (you can still edit at this stage). Press 'accept'. |
| Step 4 - Print and Post |
| Scroll down the debt details screen to 'Claim Documents Created'. Beside Letter Before Claim, select 'view doc'. Click the select the document text link. Copy to your clipboard. Paste into you work processing programme (or Wordpad on your computer). Print on letterhead and post first class. |
| Step 5 - Allow 7 days for Payment |
| Your optimized letter of claim shows the Debtor how he benefits by paying within 7 days. It also shows your generosity in not pursuing late payment penalties if he pays within that time (and pays future debts on time). You have done this without legal stand off or destruction of the customer relationship. When your debtor pays do not acknowledge receipt until the cheque clears. Once cleared acknowledge receipt with thanks. If your debtor contacts you wanting time to pay, and you agree, use the 'Create an Agreement' option in the 'next step' column for that debt. |