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Factoring invoices


To keep vendor statistics independent of factoring vendors, it is possible to specify both the vendor who issued the invoice and the factoring vendor who is the payee on the same invoice.

When searching for an invoice from a vendor who has used a factoring company, it will be found with the actual vendor's name.

Factoring vendor in the administration tool


How factoring vendors, i.e. payees who are not actual vendors, are handled in the vendor register depends on the financial system and the integration between MediusGo and the financial system.

In some cases, the information about factoring vendors is transferred automatically, but if not, you can mark these vendors in the Vendor Register in the administration tool.

If you are unsure how this works for your financial system, please contact us by registering a support case in the customer portal.

To mark a vendor as a factoring vendor in the administration tool, proceed as follows:

  1. Go to the menu item Base register - Vendors - Vendors, click on View, and then on the vendor in question.
  2. Check the box Factoring and click on Save.

Invoice from existing factoring vendor in New Vendor

Incoming invoices from factoring vendors (where the factoring vendor is a registered vendor in the vendor register) will automatically be sent to the New vendor queue.

When the invoice is opened in the New vendor queue, it will look like this:


  1. Select the actual vendor behind the invoice by entering it in the Vendor field.
  2. Then forward the invoice.

Adding a factoring vendor

If there is no factoring vendor on the invoice, enter the name of that vendor in the Vendor field and a new field will appear on the right to fill in the underlying vendor.


When the invoice is forwarded and arrives at New invoice review (as well as other subsequent steps), the vendor information in the invoice window will look as shown below:

The field Vendor's name displays the name of the underlying vendor.

The field Recipient name (factoring) shows the payee linked to the invoice.

Changing the factoring vendor in New invoice review

To change or remove the factoring vendor on an invoice that has gone further in the flow than New invoice review, the invoice must first be restarted in the same way as when a "regular" vendor needs to be changed.

Adding a factoring vendor

If the factoring vendor is completely missing from the invoice:

  1. Start typing the name of the factoring vendor in the field Vendor's name, and select from the list.
  2. A new field appears on the line below with the factoring vendor you have selected.
  3. Start typing the name of the underlying vendor in the field Vendor's name, and select from the list.

Changing the factoring vendor

To change the factoring vendor on the invoice, enter the new name in the field Recipient name (factoring).

Delete factoring vendor

To remove a factoring vendor from the invoice, click on the cross to the right of the box.

Invoice from new factoring vendor

Incoming invoices from a new factoring vendor that are not in the Vendor register will after import be sent to the queue New vendor in the same way as other invoices from new vendors.

After the factoring vendor is registered in the financial system's vendor register, and updated with flagging for factoring, the factoring vendor should be linked to the invoice in MediusGo in the same way as for an existing factoring vendor as described above.