Credit Control Centre

Automatic FRL → invoice request + Stripe draft

Upload a final response letter from your desktop. The system stores the original letter, extracts the client/lender/offer details, prefills the invoice and office board, and prepares the Stripe/payment-link fields for review. Nothing is sent live without approval.

Upload final response letter (PDF/image/text)

Best results: text PDF or pasted letter text. Scanned images will upload and create a review draft if text cannot be read.

Optional pasted/extra letter text

Manual invoice from existing case

Search for a client/case, select the result, then enter the offer/redress amount. Invoice defaults to 25% fee plus 20% VAT, shown separately on the branded invoice letterhead.

Case/client search

Review / adjust populated invoice details

Case ID

Case / claim reference

Client name

Client email

Client phone

Lender

Client address

Agent / caseworker

Offer/redress amount

Fee %

Fee net

VAT %

VAT amount

Total invoice amount

Invoice number

Stripe status

Final response letter URL

Letterhead / brand asset URL

Stripe payment link / hosted invoice URL

Professional note

Office board: offers, commissions and pots

Case ID

Client name

Lender

Caseworker name

Assigned agent

Invoice number

Offer amount

Payment received

Fee %

Caseworker paid

Agent paid

Status

Notes

By caseworker

By assigned agent

Case drill-down

Pots and commission percentage splits

Edit the percentages used when an offer is made or money is received. Basis can be gross_received, payment_received, offer_amount, or firm_fee.

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