Most questions come down to a setting your factor controls, so start there when something you expect isn't on screen.
| Question | Answer |
|---|---|
| I don't see Import Invoices (or another button in these guides) | Your factor controls which features your login can use. Ask them to turn it on |
| My debtor isn't in the Debtor list | It isn't set up for your account yet. Use Request Debtor on the Debtors page, or contact your factor |
| A debtor shows a red X under Relationship | The debtor isn't set up for your account yet. Contact your factor before invoicing it |
| I imported a CSV but don't see the invoices | Wait a few seconds and refresh the page. If you got an error report instead, no invoices were created; fix the rows it lists and upload again |
| My CSV upload says only CSV files are allowed | Save the file as .csv (comma-separated), not .xlsx, and upload one file at a time |
| My invoice has no due date | The due date comes from the payment terms your factor has set up with that debtor. If none are set up, enter the due date when you create the invoice |
| The scan didn't fill in the debtor or reference | Pick the debtor and type the reference on the Preview before you click Submit Documents |
| My scan isn't on the Pending tab | Unsubmitted scans are on the Drafts tab. Click EDIT to finish and submit |
| I made a mistake on an invoice I already submitted | You can't edit a submitted invoice. Contact your factor |
| An attachment won't upload | Files must be PDF, PNG or JPG, and attachments on one invoice can't exceed 25 MB in total |
| I forgot my password | Click Forgot Password? on the login page |