How Macquarie Debtor Management works

Guide

Macquarie Debtor Management allows you to create and send fee-for-service invoices, collect and receipt payments automatically, and reconcile accounts.

This online tool is specifically designed to meet the needs of the financial services sector – helping dealer groups and practices save time and improve payment cycles.

Here's how it works

1 - The practice uses our intuitive Macquarie Debtor Management online tool to create client invoices.

  • Billing data can be imported from compatible business management systems via web services^
  • Customise your invoice with brand, address, AFSL and invoice line options
  • Ability to retain your existing unique customer reference numbers from your business management system
  • Set default fees and product revenue codes
  • Email or print individual or batch PDF invoices with a unique DEFT reference number
  • Invoices can also be created at dealer group level
  • Assign practice or group access and privileges to your advisers and support staff.

2 - Your clients are provided with a range of convenient payment options.

  • Online using credit card or BPAY®
  • Phone using credit card
  • Australia Post
  • Locked bag using cheque.

3 - Macquarie collects, processes and deposits payments into your nominated Macquarie Bank account.

4 - Payments are automatically receipted and reconciled via the Macquarie Debtor Management system. It has the ability to seamlessly integrate into the commissions system for commission calculations and payments to advisers.

To find out more

If you are looking for more information on Macquarie Debtor Management, contact a Macquarie relationship manager today.

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The products and services referred to on this page are provided by Macquarie Business Solutions Pty Limited ABN 42 109 649 292 ('MBS') and does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a financial, credit or lending product, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice. All applications are subject to Macquarie’s standard credit approval criteria. This information is intended for recipients in Australia only.

^ Please contact Macquarie for information on compatible software management platforms.

BPAY® is a registered trademark of BPAY Pty Limited ABN 69 079 137 518.

Except for Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL), any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.