Creditors

Add creditors manually or via import, send access codes, request proof of debt, submit claims on a creditor's behalf, and export creditor data.

📄️ Import creditors

How to bulk import creditors from a spreadsheet template.

How to add/create a single creditor to an appointment.

Generate and send portal access codes to creditors — singly, in bulk, or to selected rows.

Generate new access codes for creditors

How to submit a debt claim for a creditor who can't or won't use the portal themselves.