Our Cloud version has a client report portal built into it. There is no additional charge for this feature with WinFactor Cloud.
Our Cloud version has a client report portal built into it. There is no additional charge for this feature with WinFactor Cloud.
No, but we have other solutions that can serve the same purpose. Call us to find out more – 863-291-4268.
Our client portal allows your clients to log in and see current aging, receipts for any period of time, as well as settlements and rebates.
You will have to use individual reports to show the various items you are looking for, there are many to choose from, see below: Date and face value of each invoice, date due for each invoice Almost all of our reports…
Partial payments are to blame here. The balances on the summary aging report include partial payments, but some of the detail aging reports do not. I suggest running the aging reports that say ‘with partial payments’ if you find yourself…
The purpose of the Hybrid (As of Date) is to show what the Aging picture was at a point in time. When you enter an ‘As of Date’ it will show you only invoices advanced prior to that date and…
Yes, preview the report, then hit Ctrl-P on your keyboard. A print dialog box will pop-up that will allow you to print select pages as well as specify the printer, number of copies, etc.
The ROI is calculated by taking the return (fees earned) and dividing them by the investment (Advance amount) and annualizing it. Since you can not divide a number by zero, invoices with zero advances (non factored invoices) can not be…
The ROI is annualized to account for the days out. As an example, say an invoice returned a 5% fee. (5% of the advance was earned as a fee) If that fee took 30 days to earn the ROI would…
Original reserve is the reserve at the time of purchasing the invoice. Current reserve takes into account the fees that have accumulated against the reserve (if you are using a time based fee structure).