Referring multiple debts
Hand over a batch of overdue accounts in one go without losing track of any.
What this play helps you do
- Decide when a batch referral makes sense
- Organise multiple debts so none slips through
- Provide consistent details across the batch
- Set client expectations for a portfolio of accounts
- Track the batch cleanly after referral
5 min
When to run this
Run this play when a client has let several accounts age at once — for example after a busy period when chasing fell behind. Referring a batch together is efficient: one conversation, one handover, and a clear picture of the total exposure.
How it works
Batch referrals are handled as a set of individual matters under one client. Each debt is pursued on its own merits, but you manage the relationship once rather than account by account. This suits practices that find a cluster of overdue invoices during a periodic review.
What Merion needs
For each debt in the batch, supply the same core file: debtor details, amount owed, unpaid invoices, and a brief contact note. A simple schedule listing each debtor and balance helps keep the batch organised and lets Merion confirm nothing is missing.
Consistency matters more than perfection — a tidy list of accounts is easier to action than a few perfect files and several gaps.
What happens next
Submit the batch through the refer a debt process. Merion reviews each matter, begins contact, and reports across the batch so you can update your client on overall progress. Reassure the client that every account remains commission-only — there is no fee on any debt that is not recovered.
Key takeaways
- Batch referral is efficient for a cluster of aged accounts.
- Each debt is pursued on its merits under one client relationship.
- A simple schedule keeps the batch organised and complete.
FAQ
Is each debt in a batch handled separately?
Yes. Each matter is pursued on its own merits, but you manage one relationship and receive consolidated updates across the batch.
Does referring many debts at once change the cost?
No. Every account remains commission-only — no recovery, no fee — assessed individually.
What is the easiest way to organise a batch?
A simple schedule listing each debtor, the amount owed and the invoices, with the supporting documents attached per account.
Run the play — we'll handle recovery
Commission-only recovery your clients can trust. No recovery, no fee.