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First of all make open Soft4 Setup and make Notification Engine Advanced. Then open Notification Setup (SOFT4) page and setup...
September 23rd, 2025 516 views 1 likes
In search try to find Report Selection - Sales Make sure you select Invoice under Usage tab Click on Email...
September 23rd, 2025 1168 views 1 likes
In Soft4Factoring product setup select these values: Currency Code Currency Exchange Rate If you don't see any value under Currency...
October 7th, 2025 573 views 1 likes
You have accepted to finance the invoice for 1000. Lets say you didn't disburse the money and want to create...
October 21st, 2025 577 views 1 likes
Open agreement list, select the agreement and click on new invoices list If the list is empty, you need to...
May 25th, 2026 158 views 1 likes
Add the credentials: Make sure you are on correct environment: Also, make sure you use correct role: factoring processor.
May 25th, 2026 123 views 1 likes
To give a client access to the Factoring Portal, you add one of their contact persons as a portal user....
July 8th, 2026 53 views 0 likes