Getting Started & Setup
- Understanding the Dashboard
- How to Set Your Factor Timezone
- Company Users
- How to Add Users
- How To Create User Roles
- Teams
Clients, Debtors, & Terms
- How to Create a Client
- How to Create a Debtor
- How to Create a Client/Debtor Relationship
- How to Create a Term
- Credit Requests
- Documents
Invoices & Funding
- How to Fund a Non-Factored (NF) Invoice
- How To Manually Create Invoices
- Approving Invoices for Funding
- Fuel Advances
- Over Advances
- Reserve Releases
Payments
- Creating a Payment Batch
- How To Import Payments
- Backdating a Payment
- Posting a Payment for an Invoice Not in the System (OOS Feature)
- Applying a Payment to a Charged-Back (Closed) Invoice
- Returning a Payment
Chargebacks, Write-Offs, & Collections
Accounting, Interest, & Reports
- Accounting
- GL Codes
- How to Create a Manual Transaction
- Quickbooks Online Setup - Integration
- How To Manage Client Interest
- How To Manage Benchmark Interest Rates
Client Portal
- Getting Started with the Client Portal
- Submitting an Invoice
- Importing Invoices from a CSV File
- Uploading and Scanning Invoice Documents
- Tracking Your Invoices
- Managing Your Debtors