HSBC Sales Invoice Finance EDI
HSBC Sales Invoice Finance EDI
The HSBC Invoice Finance electronic invoicing module has been designed specifically for HSBC Invoice Finance clients and provides a range of benefits including :
Next Day Funding plus Labour, Paper and Postal Savings
The creation of an automatic output facility in TAS means copies of invoice/credit note documents for HSBC are stored on an output file which is then sent electronically to HSBC via their Ledgerline™ software. In simple terms it eliminates the need to print and post paper copies to HSBC providing much faster invoice finance for clients.
Integration is carred out using the quick self-install/setup routines, loaded via Infoplex's SIM ("System Integration Manager") and provide secure password access for selected users.
First the Central Information File is created (once) which holds global system defaults. Company information and HSBC details must be entered in the HSBC EDI Export for TAS - Central Information screen.
Maintain Customers shows those set up as HSBC factored customers codes and terms.
A drilldown is provided to set up HSBC factored customers codes and terms and edit existing ones.
Extract Invoices/Credits is used to create the HSBC Invoice/Credit Notes output file - select by invoice or date range to process.
