The client portal is where you submit invoices to your factor, track them through funding and payment, manage your debtors, and run reports.
Log in
Your factor sends you an email invitation. Use it to set your password, then sign in at the portal address your factor gives you.
- Enter the Email Address for your portal account.
- Enter your Password. Click the eye icon to show what you typed.
- If you forget your password, click Forgot Password?.
- Click Login. You land on the Dashboard.
Your factor's portal may show their own name and logo instead of FactorCloud.
Find your way around
The menu on the left takes you to every part of the portal.
| Menu item | What you do there |
|---|---|
| Dashboard | See your balances, aging and top debtors at a glance |
| Invoices | Create, import and track invoices |
| Debtors | See your debtors and request new ones |
| Upload | Scan invoice documents so the portal fills in the details for you |
| Reports | Open and download your account reports |
| Profile | Your account settings (bottom of the menu) |
Your factor decides which features your login can use, so you may not see every button shown in these guides. If something is missing, ask your factor to turn it on.
Read the Dashboard
The Dashboard shows where your account stands right now: your balances, how old your open invoices are, and which debtors owe you the most.
- Factor Portfolio. Four totals across the top:
| Total | What it means |
|---|---|
| AR Balance | The total still owed on your open invoices |
| Escrow Balance | Funds your factor is holding back on your funded invoices until they are paid |
| Cash Reserve Balance | Money in your reserve account with your factor. It can be negative if more has been charged against it than added |
| NFE | Net funds employed: what your factor has advanced to you that has not been repaid yet |
- Aging Buckets Amounts. Your open invoice dollars grouped by age: 1-30, 31-60, 61-90, 91-120 and 120+ days. The total for each group sits above its bar.
- Top 5 Debtors by Open AR. The five debtors with the most unpaid invoice dollars, largest first, with the open balance for each.
- Menu. Click any item to go to that part of the portal.