- In RTS Pro, tap Factoring at the bottom of the screen.
- In the Factoring dashboard, tap the plus sign (+) in the green circle in the bottom-right.
- Enter in the invoice number, customer name, PO number and invoice amount.
- Click the plus sign (+) in the green circle on the documents line and choose to take a photo, add a photo from your library or add a PDF from your documents.
- Ensure the paperwork in your image is clear, legible, well lit and includes all four corners of the page.
- Once all of your images have been uploaded, tap Save to save the invoice to your drafts and return to the Factoring dashboard, or select Add Another to save the invoice to your drafts and create a new invoice.
- When you’ve added all invoices to your drafts and you wish to submit a purchase, click Submit.
- From the Submit Purchase Screen, click Choose account and select the bank account. You can also choose to split your payout between multiple accounts.
- Swipe to submit your purchase. You will be contacted via email with updates regarding your purchase.
- To see your most recently submitted purchase, select Overview at the top of the Factoring dashboard.