Factoring (Program versions without Accounting functionality)

View - Sales/Invoicing - Detailed Invoice List

Note! This only applies to versions of the program which do not contain the Accounting module.

If you do not wish to handle the follow-up of your invoices yourself, you can hire a Factoring company to take care of this and send all your invoicing information directly to them.

Which of your invoices will be sent to Factoring is selected in the settings window in the Detailed Invoice List before you get started with the procedure.

If you run the complete process with payment reminders, factoring, notice of debt collection and debt collection, the invoices to factoring will be suggested after the payment reminder section.

Tip! Factoring can be set as default for your company database, for single customers and can be overruled for individual orders.

How to print a list of invoices to be sent to Factoring

Clear the check box for the invoices you do not wish to send all invoices to factoring.

The procedure will now continue with proposals for Notice for Debt Collection and Debt Collection if you chose so in the first window. The factoring list will be printed after all selections have been made.

Click Next to print out the factoring list. You will first be shown a preview on your screen.
Print the list and check the printout before approving it.
Click Complete to approve the printout.

The invoices are removed from the invoice list since any further follow-up is no longer your responsibility.