The Debtors page lists the debtors (your customers) you can invoice, with the credit limit your factor has set for each. If a debtor isn't here, request it.
| # | What it is |
|---|---|
| 1 | Search and Filter: find a debtor by name or other details |
| 2 | Credit Limit: the most your factor will fund against this debtor. Credit Limit Approved shows whether that limit is approved |
| 3 | Relationship: a green check means the debtor is set up for your account. A red X means it isn't yet, so contact your factor before invoicing it |
| 4 | Click the eye to see the debtor's details |
| 5 | Request Debtor |
The list also shows each debtor's address, phone number, EIN and MC (motor carrier) number when your factor has them on file. Not every debtor has an MC number.
View a debtor's details
Click the eye icon on a debtor's row to open View Details. This view is read-only; ask your factor to correct anything that's wrong.
- Credit Limit Approved and Credit Limit.
- Expiration Date: when the credit limit expires and needs review.
- Need originals: whether your factor needs original documents for this debtor's invoices.
- Relationship: whether the debtor is set up for your account.
Request a new debtor
- Click Request Debtor in the top right corner.
- Fill in what you know. Country and State Code are required.
| # | Section | What to enter |
|---|---|---|
| 1 | Basic Details | The debtor's Company Name, and MC Number if it has one |
| 2 | Credit Limit | The credit limit you'd like for this debtor |
| 3 | Contact Details | Address, country, state, city, zip, email and phone |
- Click Request Debtor (5) to send it, or Request Debtor & Request Another (4) to send it and start a new one. Click Close to back out.
Your factor reviews the request and sets up the debtor. You can invoice the debtor once it shows on your Debtors page with a green check under Relationship.