Legal Handover

Legal handover is when you have started legal process of a customer for non-payment. 

 Tick the box for legal handover. 

 

 

 Legal Hand Over Detail 

 This is where you complete the legal law firm details and file number for a debtor/ customer you want to handover  

   

     

 

 

 

 Legal Firm 

 Select the legal firm from drop down 

 

 

 Active 

 Put a tick on if active and to deactivate you need to put the tick off 

 

 

 View Firm Details 

 

 Click view details to see all details of the firm  

 

 

 

 Reference Number 

 Enter reference number 

 

 

 Hand Over Amount 

 Enter the amount that should be collected by the handover firm  

 

 

 Hand Over Date 

 Enter handover date 

 

 

 Follow-up Date 

 Enter handover follow-up date 

 

 

 Name 

 The name of the firm will populate after you click save 

 

 

 Activated Date 

 The date the legal handovers were activated 

 

 

 Activated By 

 The name of the person who activated the handover