Sending Invoices to Factor

First we need prepare invoice to the factoring, you should open invoice and click Make Factoring Attachment

In order to create new Factoring request you have to go to the tab Accounting > Factoring > Factoring requests

Than we want click Create button in order to create new request

You can send one load or more loads that was made that day.

After you clicked on Create button, system transfers you to the docs page and you have to fill in following fields:

• Internal factoring contract name (here you can enter the date);

• Factor information > Factor (here you choose your company);

• Factoring terms filled automatically;

• Click Add a line;

After we clicked on Add a line button we will see new window with all invoices that awaiting to be send to the factoring company.

Choose and click Select. Next we want click Save button.

Note! All the counting are happening after you click Save button.

Next, we want click Send to FTP button

In opened window we want click on Pack all documents in zip archive and Download and Prerate to Send to factoring 

Next we click Send to FTP once again and files are sent. 

Next we click Send to factoring company button, and when you got approved from factor click Approved by Factoring company button.

When its paid you need mark it as Paid. Also you should Mark all invoices that are in this Batch as Paid by clicking Register Payment on each invoice. 

Done!