EOLIS Euler Hermes
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"EOLIS: For dynamic management of your risk"

EOLIS is your dedicated online credit management service. It is devoted to helping you manage and administer your credit insurance policy easily and efficiently. Due to the amount of functionality included in the system, we have developed this guide to help you become more familiar with EOLIS.

Overdue Management . Non-payment notification

Overdue Management
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It is important to choose the right policy number and policy code.
  1. It is important to choose the right policy number and policy code.
Policy list
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Please select the right policy code if you have several policy codes.
  1. Please select the right policy code if you have several policy codes.

Procedure for the right introduction of your claims file

Quick menu
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Click on quick menu
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Select non-payment notification
  1. Click on quick menu
  2. Select non-payment notification
Company identification
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There are 3 different ways to find your debtor: choose option 5 or 6 or 7.
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There are 3 different ways to find your debtor: choose option 5 or 6 or 7.
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There are 3 different ways to find your debtor: choose option 5 or 6 or 7.
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Click continue
  1.  
  2.  
  3. There are 3 different ways to find your debtor: choose option 5 or 6 or 7.
  4. Click continue
Non-payment notification
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Please indicate if the collection is done by EH or by your company.
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required field
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Please introduce all contact details of your debtor.
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Please change the following points if necessary.
  1. Please indicate if the collection is done by EH or by your company.
  2. required field
  3. Please introduce all contact details of your client.
  4. Please change the following points if necessary.
Non-payment notification details
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If yes: is the claim already lodged?
(see n° 14)
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    Please note the following information if applicable:
  • No action needed
  • Payment plan / promise of payment
  • CAP
  • Other - free text
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Click to enter invoice / credit note / partial payment details.
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Copy invoices, statement of account & G.C. are necessary for the introduction of the claims file.
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Send to EH
  1. If yes: is the claim already lodged? (see n° 14)
    • Please note the following information if applicable:
    • No action needed
    • Payment plan / promise of payment
    • CAP
    • Other - free text
  2. NOTE
    If your buyer is insolvent, please let us know if the claim is already lodged.
  3. Click to enter invoice / credit note / partial payment details.
  4. Copy invoices, statement of account & G.C. are necessary for the introduction of the claims file.
  5. Send to EH

Add invoice, credit note or partial payment details manually here

Add invoice manually
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Click Validate after having checked the details.
NOTE
Attention: please put a point before the decimal while inserting currency amounts.
  1. Click Validate after having checked the details.

Attention

We draw your attention to the fact that it is necessary to restart the procedure from the beginning if you have several claim introductions to do. Please do not forget to choose for each claim introduction the right EH ID number so that mistakes are avoided.

Change of client
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Change of client
  1. Change of client

How to declare a mass of invoices/credit notes/partial payments in a non–payment notification

It is recommended that you already have an Excel file on this computer with the necessary information per invoice/partial payment/credit note (amounts VAT excluded and VAT included, invoice dates, due dates, dates of emission credit note if applicable, currency, invoice numbers, for a partial payment the date of payment).

Microsoft Excel will be used. You may possibly have another version then our Microsoft Excel, which may cause slight differences in the layout.
The Excel screens are displayed in English.

Template
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We select Template.
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Download the template by clicking Create a file.
  1. We open a non–payment notification. In the notification screen, under the title 'invoices', we see multiple possibilities.
  2. We select Template...
  3. ...and we get the possibility to create a file.
Download
  1. From the moment we choose create a file, the system gives us the choice to open or save a file. We open it.

When opening, we see a text Help page. This page is useful to read for more information or tips concerning this procedure.

Help
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We choose Enable editing so that we can make changes in the file.
  1. We choose Enable editing so that we can make changes in the file.
Enable macros
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After choosing this, we also activate the Macros.
  1. After choosing this, we also activate the Macro’s.
Add-in tab
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From the moment we can make changes to the file, we get the option Add-Ins.
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We click it and select Open a blank preformatted file.
  1. From the moment we can make changes to the file, we get the option Add-Ins.
  2. We click it and select Open a blank preformatted file.

The following columns open:

Columns
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We fill in the columns with the necessary information (this can be copy pasted from your Excel file).
  1. We fill in the columns with the necessary information (this can be copy pasted from your Excel file).
NOTE

The system indicates, per identifier type (invoice/partial payment/credit note) the fields to be completed in yellow.
Fields that are not to be completed are in red.

The date of a partial payment should be filled in the column Due date/Recovery date/Date of partial payment.

Add-in tab
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When having completed the data, we verify with the button Verification of data format if all data are completed successfully.
If this is not the case, the system indicates where there are errors.
  1. When having completed the data, we verify with the button Verification of data format if all data are completed successfully.
    If this is not the case, the system indicates where there are errors.

If all data are completed successfully, we receive a confirmation.

COMPLETED! Your file is correct!
Save the file
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We save the file, and choose where on our computer we want to save it.
  1. We save the file, and choose where on our computer we want to save it.
Save file as dialog
NOTE
The name of the file can NOT be changed and the format .CSV must remain.

The file is saved now on our computer.
In EOLIS we are still on the same screen then in Step 1 so we choose Back to return to our notification screen.

Back
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Again in our notification screen, we choose now Upload invoices.
  1. Again in our notification screen, we choose now Upload invoices.
Invoice upload
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Through Browse I select the file.
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By Attach I attach it to the system.
  1. Through Browse I select the file...
  2. ...and by Attach I attach it to the system.
Invoice upload confirmation
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Once the file is attached, the system notifies us that the file is successfully uploaded.
  1. Once the file is attached, the system notifies us that the file is successfully uploaded.

I return to the notification screen by clicking Back.
In the notification screen, I can see now all the lines declared.

Invoice declared lines