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HSBC Factoring

If you use HSBC for Invoice Factoring you can generate the required files from within KashFlow.

You’ll first need to enter your customers client numbers.

Go to “Customers”
Select any customer.
On the right (just below the “source”) should be a link to “Define Custom Fields”
Click that link
For the first text field, call it “Client Number” (or similar)
Click “Update”

Now, for each of your customers you should be able to enter their client number in the new box labeled “Client Number”.

Now you can run the HSBC Factoring Report to generate the required text file.