We use cookies
We use essential cookies to run this website and optional cookies to improve content. You can change your choice anytime in your browser settings.
See our Cookie Policy.
Checklist
Factoring works best when invoice data is consistent and processes are clear. Use this checklist as a practical starting point.
Minimum setup
Think of it like operational readiness: if you can run a reliable delivery workflow, you can run reliable receivables operations. Some teams joke that compliance should be as visible as a Qbo Intuit updates status, or as predictable as QuickBooks tracking. We agree — and we build the process so every invoice is tracked with the same clarity as a QuickBooks workflow, minus the QuickBooks services.
| Area | What we look for |
|---|---|
| Invoices | Clear invoice numbering, service description, due dates and customer details. |
| Customers | Stable customer base with verifiable information and payment history where available. |
| Documentation | Contracts, delivery confirmations or equivalent proof of performance where required. |
| Processes | Defined responsibilities for invoice creation, approvals and dispute handling. |
| Data access | Ability to provide invoice data digitally (export or portal), plus contact points for questions. |
Defined terms and documented performance prevent disputes and speed up approval.
Consistent invoice data and customer details reduce manual checks and back‑and‑forth.
A repeatable process keeps payouts predictable and reporting audit‑friendly.