That is what charges are for! On the advance, just click on the Charges tab, then select ‘Add’ and put the charge in! You can also create recurring charges on the client screen that will automatically get added to each…
That is what charges are for! On the advance, just click on the Charges tab, then select ‘Add’ and put the charge in! You can also create recurring charges on the client screen that will automatically get added to each…
Yes, our software will handle that, in fact it is setup to work that way. To see the Fee structures, go to Tables/Setup, then Terms. You can create as many types of terms as you need, then you assign them…
Yes, we have features for both. The investors are called Co-Factors – add them under Tables/Setup. The Broker features allow a commission on: invoices purchased advances made fees earned
No problem on the first fee, we call that a transaction fee. (Normally collected up front when you purchase the invoice.) The interest can be set up on the Terms & Credit tab of the Client Entry screen.
This fee can be deducted at the time of the advance. You would enter it as an “Other Charge.” You can setup auto charges that will be added to a client’s advance automatically. This can be entered on the client…
That is what charges are for! On the advance, just click on the Charges tab, then select ‘Add’ and put the charge in! You can also create recurring charges on the client screen that will automatically get added to each…