Commissions Invoicing

Commissions Invoicing

SOFT4Factoring enables you to invoice commissions quickly and accurately - whether they are fixed amounts or percentages - directly from the invoice or agreement. Follow these steps to complete the process.


1. Set Up Commission Details in the Agreement

  • When creating a Factoring Agreement, select a factoring product that includes predefined interest and commission details.

  • While the agreement is still under Deliberation status, you can adjust some of these values.

  • Commissions may be configured as a fixed amount or a percentage.

  • Enter the corresponding value based on the selected type (e.g., 20 EUR/USD/GBP).

  • The system supports multi-currency, but operates primarily in your local currency by default.


2. Activate the Agreement

  • Once setup is complete and all parties (vendor, debtor, invoices, disbursements) are in place, change the agreement status to “Valid.”


3. Open the Invoice for Commission Billing

  • Navigate to the Open Invoices page from the main dashboard.

  • Select the invoice you want to process.


4. Choose How to Invoice the Commission

  • Option A:

    • From the open invoice list, click Invoice Charges

    • Select the appropriate commission type

  • Option B:

    • Open the Invoice Card

    • Click Process → Invoice Charges to proceed


5. Review Term Charges Before Invoicing (Optional)

  • Within the invoice card, go to the Term Charges section to check:

    • Commission type

    • Charge amount

  • The Fact Box provides a visual overview of charges, showing what has or hasn’t been billed.


6. Select the Invoicing Type

In the Invoice Charges pop-up window, choose the type of commission or charge you want to invoice:

  • Upfront Commission – Standard commission for factoring

  • Deferred Commission – Used for loan-based products

  • Interest – Charged to the vendor

  • Penalty Interest – Charged to the debtor

  • Deferred Commission + Interest

  • All – Invoice all available term charges at once


7. Post or Preview the Invoice

  • If you want to review the document before registering it, leave the “Post Created Invoices” checkbox unchecked, and click OK.

  • If you're ready to register immediately, check the box and proceed.


8. View and Register the Commission Invoice

  • Go to the Sales Invoices section from the main dashboard.

  • Open the newly created invoice and register it.

  • Click OK to complete the process and wait until it finishes.


9. Confirm Commission Billing

  • The billed commission amount will now be updated in the invoice.

  • Click the value to view its General Ledger entry, which includes:

    • Billed amount

    • Invoice ID

    • Agreement number

    • Additional accounting details


10. Export Commission Data (Optional)

  • Export commission billing data to Excel for further use:

    • Reconciliation

    • Import into accounting software

    • Financial reporting and audit preparation


That’s how you invoice commissions in SOFT4Factoring!
This process ensures accuracy, traceability, and integration with your overall financial workflow.



SOFT4Factoring enables you to invoice commissions quickly and accurately - whether they are fixed amounts or percentages - directly from the invoice or agreement. Follow these steps to complete the process.


1. Set Up Commission Details in the Agreement

  • When creating a Factoring Agreement, select a factoring product that includes predefined interest and commission details.

  • While the agreement is still under Deliberation status, you can adjust some of these values.

  • Commissions may be configured as a fixed amount or a percentage.

  • Enter the corresponding value based on the selected type (e.g., 20 EUR/USD/GBP).

  • The system supports multi-currency, but operates primarily in your local currency by default.


2. Activate the Agreement

  • Once setup is complete and all parties (vendor, debtor, invoices, disbursements) are in place, change the agreement status to “Valid.”


3. Open the Invoice for Commission Billing

  • Navigate to the Open Invoices page from the main dashboard.

  • Select the invoice you want to process.


4. Choose How to Invoice the Commission

  • Option A:

    • From the open invoice list, click Invoice Charges

    • Select the appropriate commission type

  • Option B:

    • Open the Invoice Card

    • Click Process → Invoice Charges to proceed


5. Review Term Charges Before Invoicing (Optional)

  • Within the invoice card, go to the Term Charges section to check:

    • Commission type

    • Charge amount

  • The Fact Box provides a visual overview of charges, showing what has or hasn’t been billed.


6. Select the Invoicing Type

In the Invoice Charges pop-up window, choose the type of commission or charge you want to invoice:

  • Upfront Commission – Standard commission for factoring

  • Deferred Commission – Used for loan-based products

  • Interest – Charged to the vendor

  • Penalty Interest – Charged to the debtor

  • Deferred Commission + Interest

  • All – Invoice all available term charges at once


7. Post or Preview the Invoice

  • If you want to review the document before registering it, leave the “Post Created Invoices” checkbox unchecked, and click OK.

  • If you're ready to register immediately, check the box and proceed.


8. View and Register the Commission Invoice

  • Go to the Sales Invoices section from the main dashboard.

  • Open the newly created invoice and register it.

  • Click OK to complete the process and wait until it finishes.


9. Confirm Commission Billing

  • The billed commission amount will now be updated in the invoice.

  • Click the value to view its General Ledger entry, which includes:

    • Billed amount

    • Invoice ID

    • Agreement number

    • Additional accounting details


10. Export Commission Data (Optional)

  • Export commission billing data to Excel for further use:

    • Reconciliation

    • Import into accounting software

    • Financial reporting and audit preparation


That’s how you invoice commissions in SOFT4Factoring!
This process ensures accuracy, traceability, and integration with your overall financial workflow.



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