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On this page
  • Welcome to the Active Tickets Screen!
  • Getting Started - Actioning A Collection Ticket
  • The Various Collection Ticket Actions

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  1. MAIN MENU
  2. Collection Menu

All Active Tickets

PreviousCollection MenuNextMy Assigned Tickets

Last updated 2 months ago

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Welcome to the Active Tickets Screen!

This screen allows you to categorize and select the specific type of collection tickets you want to manage. It streamlines the selection process, ensuring you can quickly choose the category that aligns with your task.

For more information what each of the available collection ticket statuses mean - select the link below :-

For more information on how to view a managerial summary of collection tickets, select the link below :-


Getting Started - Actioning A Collection Ticket

Users typically aim to locate a specific overdue installment and take action in an attempt to collect it. This process is known as "actioning a collection ticket."

Step 1 - Select a Category

A ticket represents an overdue installment. To find one, simply select an appropriate category from the screen. Common starting points include "Action Overdue" or "New Today", which help identify relevant tickets quickly.


Step 2 - Select an Instalment from the Results Table

This will take you to a table displaying the resulting tickets within the selected category.

Select an individual ticket from the results table to explore detailed information and take further action such as contacting debtors or updating ticket status.

➡️ Feature : Quick Assign or Follow Up Date

After selecting a collection ticket category from the available ticket categories, you will be presented with a table of results.

To assign a collection ticket to an operator, simply select an operator by selecting one from the dropdown of the Assigned to column of the results table.

To set a future follow up date to a collection ticket, simply chose a date from the date picker after selecting the corresponding Follow Up column.


Step 3 - Perform a Specific Action

Once you locate a specific client's collection ticket, you'll be directed to a dedicated screen filled with useful information. This screen includes a concise summary table that clearly outlines the client's overdue status and debt details.


The Various Collection Ticket Actions

Below the Actions Table (shown above) is the Collection Ticket Actions Panel, where users can initiate various actions to recover outstanding funds.

Note: All actions performed are automatically logged in the Actions Taken Table for tracking and reference.

Let's explore the various collection ticket actions:


Closing / Updating the status of a collection ticket

As a user with collection rights, you have the authority to close a ticket when appropriate. Understanding the different statuses helps you make informed decisions.

For more details on updating a collection ticket's status, click the link below:


Additional Action - Secondary Options Access

Click on the secondary options button to reveal additional options.

  1. To post a new loan transaction (receipt / refund) select the View Client Ledger option.

  2. To edit the instalment date or other promissory parameters, select View Promissory option.

  3. To perform any further client or loan maintenance, select the View Client or View Loan options

Select the icon to CREATE AN EMAIL to the client.

Select the icon to CREATE AN SMS to the client.

Select the icon to CALL THE CLIENT.

Select the icon to CREATE A FOLLOW UP.

Select the icon to ASSIGN TO A USER.

Select the icon to ASSIGN TO A BRANCH.

Select the icon to CHANGE THE STATUS of the collection ticket.

What do the various collection ticket categories mean ? | FAQ
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How to update the status of a collection ticket? | FAQ
How to view a summary of collection tickets? | FAQ
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Table of results for overdue collection tickets. Notice the Assigned to and Follow Up columns in the result table.
Collection Ticket Screen
With all the essential intel right at your fingertips, you can choose the most suitable pre-defined action from the available options.
Additional Collection Options