How To - Run HI Factoring

Reference: HI Factoring Setup & Configuration, How To - Activate Customer for Factoring

Prerequisites: Hi Factoring is installed and configured, Imaging has been completed, Customers activated for Factoring.

Steps:

1. The first thing to note is that now when you process bills you will see flashes of a small window that says it is generating the PDF for your invoice.  You will also see confirmation of this when the processing is complete, as seen below.

   

2. After clicking Close on that window, go to the File menu and select Factoring Export.

   

3. One the next screen, place a checkmark in the boxes for all factoring companies you want to export to, then click Proceed.

   

4. You will then see a window detailing each of the bills that are trying to be sent.

   

5. Click Release

6. You will then see a small window during the send process such as the one below.  You will also see a smaller window in the upper right showing the progress of the transaction.

7. Once the transfer is complete, the export window will confirm.

   

8. Click Ok, and you have finished your Factoring Export.