Learn how to close a case in FinView with this handy guide. Follow the steps below to efficiently close cases and streamline your workflow.

1. Search for your case

Search for case you need to close. Use name, case number, invoice number, email address or telephone to get started.

Search for your case

2. Enter the name

For this example we are searching for Osborne Jefferson

Enter the name

3. Click on the result

From the search result, click on the right case.

Click on the result

4. Select the case

From the open cases, select the case you want to close. You can use your mouse to hover over the case which will highlight in orange.

Select the case

5. Access the case status options

In the case, you need to click the 3 dots in the case status box.

Access the case status options

6. Select "Close case"

From the drop down list, select close case.

Select 'Close case'

7. Enter a closing description

Enter a comprehensive reason for closing the case in the "Message" box. This detail is crucial for tracking in the activities log.

Enter a closing description

8. Click on the drop down list

Click on the drop down list, it will produce a number of different options to choose from.

Click on the drop down list

9. Select your reason code

For this example, we opted for other.

Select your reason code

10. Click "Yes, close case"

Click on the "Yes, close case" button. The case is now closed.

Click 'Yes, close case'

This guide covered the steps to successfully close a case in FinView. From searching for debtors to filling in relevant information and confirming the case closure, you'll be able to effectively manage your cases.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
Posted in:
Debt collection

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