Client Web Help
You are assigned a Company ID and Password when you sign on with us.
Once you are logged on to your account, you have the ability to create multiple users so that your employees can retrieve necessary information on your account.
The main screen displays your top 5 debtors on your account and what their volume is. It also shows your purchase and collection history for the past 12 months. This will help you assess how business is thriving.
Client Check Request
Want to Factor a New Customer?
Go to the Data Entry Tab and Click Credit Request.
Enter your information & click Next, Complete the second form fields & click next, list the amount of credit you need, terms, etc and Click Next, Your Done!
A ticket will be emailed to you with details.
BOS Batch / Payment Report Details
View & Print up to the minute reports, see invoices funded and when an invoice paid. Processed Invoices Batches will show you both. All reports have the same format as the ones UC Factors mails you.
BOS Batch Details
Payment Report Details
Print or View Aging, Chargeback Reports, or Client Ledger Reports anytime you want.
Not sure if you factored an invoice or not, look at your aging and find out, it’s that simple.