Legal Handover

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

Tick the box for legal handover.

Fill in

 

Legal Hand Over Detail

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

   

 

 Handover details

 

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Report for customers marked as Legal Hand over

Go to Print / Export and export customers

Once the list is in Excel, filter by Legal hand over for yes