Yes, exactly.
No, you will need to manually enter in the date you want to be used for fee calculations (under post date.)
Most of our users will put the direct transfer reference number in place of the check number. You can also use the receipt notes for this info.
There are two ways to go about this, depending on how you want the fees to work. The first method is to settle the invoice even though it has not been paid (or even if only a small amount has…
WinFactor allows you to import invoices from an Excel spreadsheet. To import invoices, click on Advances from the main menu, then the Import button at the bottom of that screen. The spreadsheet must be in a specific format, to view…
The easiest way to handle it is to not worry about the credit memo and apply the payment (even though it is short.) When you settle the invoice, the software will see the short payment and deduct the balance from…
Yes, under Company Info, Transaction Rules, invoices first day should be day of purchase instead of day after purchase.
WinFactor has that and more! With our free client Web access feature, your clients can access current reports on their own accounts as well.
This is called a non-factored invoice. While entering the receipt, you will notice an invoice number of the voucher that does not exist in WinFactor. From the receipt detail screen, click on the Add button, select the terms, invoice number and…
Yes, double click on the amount applied field and WinFactor will fill in the outstanding balance of the invoice and mark it as paid.