# Factoring Company

The Factoring Company section allows you to define the financial institution responsible for invoice processing and collections. This setup ensures brokers are instructed to remit payments directly to the factoring company by embedding the relevant details on every invoice.

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### Navigation Overview

This section includes:

* **Setup & Required Fields**\
  Core fields needed to activate and configure a factoring company.
* **Notice of Assignment**\
  Optional legal boilerplate shown on all broker-facing documents.
* **Text Editor Logic & Limits**\
  Explanation of formatting, character limits, and supported styling.

***

### Setup & Required Fields

To activate and configure a factoring partner, complete the following fields:

<table><thead><tr><th width="200">Field</th><th width="90" align="center">Required</th><th>Description</th></tr></thead><tbody><tr><td>Enable Factoring</td><td align="center">✅</td><td>Toggles factoring visibility and logic on invoices</td></tr><tr><td>Company Name</td><td align="center">✅</td><td>Full legal name of the factoring partner</td></tr><tr><td>Phone Number</td><td align="center">❌</td><td>Contact phone used for billing inquiries</td></tr><tr><td>Email</td><td align="center">❌</td><td>Destination for digital remittance or confirmations</td></tr><tr><td>Street Address</td><td align="center">❌</td><td>Physical location for mailing payments</td></tr><tr><td>City, State, ZIP</td><td align="center">❌</td><td>Billing address fields shown in invoice footers</td></tr><tr><td>Notice of Assignment</td><td align="center">Optional</td><td>Rich text editor input; appears on invoice PDFs</td></tr></tbody></table>

> ⚠️ If factoring is **disabled**, invoice footers will hide all related fields and messages.

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### Behavior on Invoice PDFs

* When factoring is **enabled**:
  * Invoice footer includes factoring company name and contact details
  * Notice of Assignment appears below the broker address
  * A **Factored** label is added for clarity
* When factoring is **disabled**:
  * No factoring-related fields are displayed on invoices

> 🔁 Changes to factoring details only affect future invoices. Past documents remain unchanged.

***

<figure><img src="/files/xDA5s7iNDOqMDTr4DUxA" alt=""><figcaption><p><em>Figure: Invoice layout depending on factoring toggle.</em></p></figcaption></figure>

Insert image of invoice preview with and without factoring info\
\&#xNAN;*Figure: Invoice layout depending on factoring toggle.*


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