Key Concepts
Learn about the fundamental concepts and workflows in the Amili platform for invoice management and debt collection.
Core Business Entities
Creditor, Account, and Partner
Creditor: An entity that issues invoices and sends them to customers for payment. A creditor can belong to either an account or a partner, but never both.
Account: A client relationship with Amili that can contain multiple creditors. Each account has a single agreement that governs the business relationship.
Partner: An entity that has the capability to create and manage multiple creditors. Partners operate under their own agreement template and can scale their operations by adding new creditors as needed.
Invoice Management Workflows
Registration Approaches
The Amili platform supports two main approaches for managing invoices, depending on your business model:
Full-Service Invoice Management
When Amili handles the complete invoice lifecycle - from distribution to collection:
- You register invoice information with Amili
- Amili distributes the invoices to your customers
- Amili manages the entire collection process
- You receive payments through Amili's payout system
Collection-Only Service
When you handle invoice distribution yourself but want Amili to manage collections:
- You distribute your own invoices to customers
- You register case information with Amili for collection processing
- Amili handles reminders, debt collection, and enforcement
- You can still receive direct payments from customers
Document Management
Original Invoice Upload: It's highly recommended to upload the original invoice document when registering cases. This provides better tracking, improves collection success rates, and ensures compliance with legal requirements.
Payment Tracking
Payment Sources
Amili-Collected Payments: When customers pay through Amili's collection process, these payments are automatically tracked and reported through the platform's financial reporting system.
Direct Payments: When customers pay directly to you (bypassing Amili's collection process), these payments should be registered in the system to maintain accurate records and prevent unnecessary collection activities.
Financial Adjustments
Credits and Cancellations
Crediting: When you need to issue a credit for an invoice (full or partial), this adjustment should be recorded in the system to ensure accurate financial reporting and prevent incorrect collection attempts.
Cancellation: When an invoice or case needs to be cancelled entirely, this should be recorded to stop all collection activities and maintain clean records.
User Interface Access
Creditor Portal
The Amili platform provides a web-based interface where you can:
- View and manage your cases and invoices
- Monitor payment status and collection progress
- Handle manual operations and adjustments
- Access reports and analytics
- And more...
Direct Case Access
You can create direct links to specific cases in the portal, allowing for quick access to case details and management functions.
Best Practices
- Always upload original invoices when registering cases for better tracking and compliance
- Choose the right registration approach based on your business model and needs
- Maintain accurate payment records from both Amili and direct payment channels
- Validate customer information before registration to ensure effective collection
- Monitor case status regularly to identify and address issues promptly
- Use the portal interface for manual operations and detailed case management