You have accepted to finance the invoice for 1000. Lets say you didn't disburse the money and want to create a credit note. Open the invoice card and click administration → credit note. You will be asked: Do you want to create new credit note for invoice? Click yes. Fill Document No. and Amount to credit: Under factoring entries you can see that ori...

In search try to find Report Selection - Sales Make sure you select Invoice under Usage tab Click on Email Body Layout. You see all available templates. Find the report ID and the Layout name. After that go back to search and open Custom Report Layout page Filter layouts with the ID or description We want to modify Fact. Invoice e-mail template. Let...

First of all make open Soft4 Setup and make Notification Engine Advanced. Then open Notification Setup (SOFT4) page and setup sales invoice type. After that open Recipients Setup Select Recipient Type, after that you will also have to setup email template Configure all these parameters   After that run job queue which will generate notification entr...

In Soft4Factoring product setup select these values: Currency Code Currency Exchange Rate If you don't see any value under Currency Code, click new: Select the currency and fill in all the fiels: Code Description Rounding Tolerance (you can leave it as it is) Rounding Acc. - G/L account for rounding. Example how it should look like  Also, you need t...

Your browser does not support HTML5 video. Enhanced user guidance with updated tooltips.  We've refined the tooltips across the Factoring Setup, Factoring Product, and Factoring Agreement pages to provide more precise, more intuitive guidance. These updates make it easier than ever to navigate and configure your factoring processes confidently. Enjo...

We’ve introduced a new feature that allows users to configure multiple fees on factoring products. Setup: In the Factoring Setup table, there's a new checkbox to enable multiple fees. This must be checked first. Product Configuration: Each factoring product now has an option to enable or disable multiple fees for that product. Once enabled, a Fees t...