Adding a New Factoring Company

To add a new factoring partner in QuickManage, follow the steps below:

Step 1: Navigate to the left menu and click on “Factors” under Account Resources.

Step 2: Click the green “Add New” button in the top right corner.

Company Info:

• Contract With: Select the carrier (company) that this factor will work with.

• Factor Name: Type in the official name of the factoring company.

• Country: Choose between United States, Canada, or Mexico.

• Address Line 1: Enter the factor's primary address.

• City, State, ZIP Code: Fill in the correct location information.

• Email Address: Enter a valid email for communication.

• Phone #: Required field for contact number.

• Fax # (optional): Enter if applicable.

Contract Details:

• Factoring Rate (%): Input the rate agreed upon in your contract (e.g., 0.1%).

• Contract Expiration: (optional) Add the contract’s end date if applicable.

• Upload Logo: You may upload the factoring company’s logo for easier recognition.

Click “Add” to save the new factoring company.