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

Introduction

This guide explains how to manually resend invoice or credit note documents to Midt Factoring via the TRAEDE app. This is useful if Midt Factoring reports missing documents that were not pushed automatically.

This is intended for finance or operations users managing invoice exports to factoring.

Step 1: Go to the Midt Factoring app

1. From the TRAEDE home screen, go to App Store.

2. Click on the Midt Factoring app to open it.

3. Inside the app interface, locate the Actions section.

Step 2: Prepare the invoice or credit note numbers

1. Find the missing invoice or credit note number(s):

   • Go to Sales → Invoices.

   • Locate the invoice or credit note Midt Factoring is missing.

   • Copy the invoice number.

2. In the Actions field in the Midt Factoring app:

   • Paste the invoice or credit note number.

   • If entering multiple numbers, separate them with commas only (no spaces).

     • Example: INV10001,INV10002,CRN20003

Step 3: Push to Midt Factoring

1. Once the numbers are entered, click the Push button.

2. TRAEDE will attempt to re-send the selected documents to Midt Factoring.

Step 4: Verify the push

1. After the push, go to Document changes.

2. Here, you can verify if the push to Midt Factoring was successful.

This step ensures transparency and allows you to confirm that documents have been processed correctly.