02. Setting up the Midtfactoring payment footers on your invoices in Traede

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Second of four videos that shows how to install and use our Midtfactoring app

 

Introduction

This guide explains how to configure invoice footers in TRAEDE when using Midt Factoring. These footers ensure that the correct payment instructions are shown on customer invoices based on their country and currency.

This is a critical step in the factoring setup and must be done accurately to ensure payments are directed correctly.

 

 

Step 1: Access your invoice document settings

  1. From the TRAEDE home screen, go to SettingsDocuments.

  2. Select the document type: Invoice.

  3. Scroll to the Footer section.

You may already have a general footer rule that displays standard bank details.


Step 2: Create a Midt Factoring-specific footer rule

  1. Click Add new rule under the footer section.

  2. Define when this rule should apply:

    • Factoring customer: Must be set to true.

    • Customer type: B2B.

    • Country: e.g., Denmark.

    • Currency: e.g., DKK.

  3. In the Show footer dropdown, select the correct Midt Factoring footer based on the customer’s country and currency.

You’ll receive a PDF overview from Midt Factoring listing which footer to use per country and currency.


Step 3: Add rules for all countries and currencies

  1. Repeat the process for other customer regions:

    • Example:

      • Germany, currency EUR, footer: Midt Factoring Germany (EUR - DE language)

      • France, currency EUR, footer: Midt Factoring France (EUR - FR language)

  2. If a specific country footer is not available, use a generic footer:

    • Example: Japanese customers paying in USD → use Midt Factoring Generic USD


Step 4: Keep your standard footer for non-factoring customers

  • Do not delete your default invoice footer rule.

  • It will still apply to customers who are not marked as factoring customers.


By following this setup, TRAEDE will automatically apply the correct footer to each invoice based on the customer’s settings—ensuring Midt Factoring receives payments correctly.

In the next guide, we'll cover how to mark a customer as a factoring customer in the customer card.

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