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    • How to setup automatic factoring email?

      First of all make open Soft4 Setup and make Notification Engine Advanced. Then open Notification Setup (SOFT4) page and setup...

      September 23rd, 2025 477 views 1 likes

    • How to edit email template for Sales Invoices?

      In search try to find Report Selection - Sales Make sure you select Invoice under Usage tab Click on Email...

      September 23rd, 2025 547 views 1 likes

    • How to use different currency?

      In Soft4Factoring product setup select these values: Currency Code Currency Exchange Rate If you don't see any value under Currency...

      October 7th, 2025 530 views 1 likes

    • How to create a credit note?

       You have accepted to finance the invoice for 1000. Lets say you didn't disburse the money and want to create...

      October 21st, 2025 534 views 1 likes

    • How to import invoices with Excel?

      Open agreement list, select the agreement and click on new invoices list If the list is empty, you need to...

      May 25th, 2026 84 views 1 likes

    • How to login to demo environment?

      Add the credentials: Make sure you are on correct environment:   Also, make sure you use correct role: factoring processor.

      May 25th, 2026 62 views 1 likes

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