Managing invoice submissions is fast and flexible in SOFT4Factoring—whether you're entering them manually or importing them in bulk from Excel. Here's how to add and accept new factoring invoices in just a few steps.

Adding a New Invoice Manually

1. Navigate to Factoring Agreements

   • From the Home page, open the Factoring Agreements section.

   • Select the agreement you want to assign the invoice to and open it.

     
     

2. Go to the New Invoices List

   • In the Invoices dropdown menu, choose New Invoices.

     
     

3. Enter Invoice Details Manually
   You can now input the invoice information:

   • Invoice Number

   • Debtor (select from existing records)

   • Invoice Date (date format adjusts to your region)

   • Due Date

   • Invoice Amount

   Fields such as advance amount and fees will be pre-filled based on your factoring product setup, but you can adjust them if necessary.

   
   

4. Accept the Invoice

   • Once all required data is entered, click Accept Invoice.

   • This confirms your commitment to pay the vendor and officially records the invoice in the system.

   • The invoice will now move to the Accepted Invoices list for better tracking and management.

     
     

5. Review Open Invoices

   • You can go back to the agreement and check the Open Invoices list to verify the newly added record.

     
     

Importing Invoices from Excel (Bulk Upload)

For large volumes of invoices, you can streamline the process by importing data from Excel. Here’s how:

1. Prepare Your Excel File
   Your file should include the following columns:

   • Agreement No. – Links the invoice to the correct agreement

   • Invoice ID – Unique identifier of the invoice

   • Debtor No. – Debtor associated with the agreement

   • Invoice Date and Due Date

   • Invoice Amount – Total value of the invoice
     (Fees will be calculated automatically by SOFT4Factoring based on your product setup)

     
     

2. Import the File

   • Go to the New Invoices section in SOFT4Factoring.

   • Click Import Invoices from Excel.

   • Upload your Excel file or drag it into the drop zone.

     
     

3. Review and Confirm

   • A preview window will open showing all imported invoice data.

   • Make any corrections directly in the popup if needed.

   • Once everything looks good, click Import Data.

   • The system will automatically calculate fees and assign each invoice accordingly.

     
     

4. Accept the Imported Invoices

   • Select any invoice you wish to approve and click Accept Invoice.

     
     

That’s it! Whether you’re entering invoices one-by-one or importing them in bulk, SOFT4Factoring simplifies the process and ensures accuracy - saving you time and reducing errors.