Factoring de facturas

Factoring de facturas: plantillas de automatización

13 flujos de trabajo listos para usar en Factoring de facturas. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: FundThrough, Google Sheets y Slack.

Factoring de facturas
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Automated FundThrough Payment Aging Report
Every Monday, WebRun opens FundThrough, pulls the aging data for all factored invoices, and delivers a structured Google Sheets report showing what is current, what is approaching the recourse window, and what is past due.
FundThrough›Google Sheets›Telegram
Automated FundThrough New Client Onboarding
When a new factoring client is ready to start, WebRun sets up their profile in FundThrough, creates a tracking record in Airtable, and drafts a welcome email with onboarding next steps for your team to review and send.
FundThrough›Airtable›Gmail
Automated FundThrough Missing Document Chaser
WebRun checks FundThrough for funding requests blocked by missing documents and drafts a polite chaser email for each, ready for your team to review and send.
FundThrough›Gmail›Slack
Automated FundThrough Ineligible Invoice Flags
WebRun reviews your pending FundThrough submissions and flags any invoices that appear ineligible for funding based on common criteria, posting a worklist to Google Sheets so your team can resolve issues before they cause delays.
FundThrough›Google Sheets
Automated FundThrough Funding Request Digest
Every morning, WebRun opens FundThrough, reads the status of all open funding requests, and posts a concise digest to Slack so your team knows exactly where each invoice stands.
FundThrough›Slack
Automated FundThrough Fee Reconciliation Report
At month end, WebRun opens FundThrough, pulls every fee charged in the period, reconciles them against your agreed fee schedule, flags any discrepancies, and delivers a clean reconciliation report to Google Sheets for your records.
FundThrough›Google Sheets›Slack
Automated FundThrough Debtor Verification Worklist
WebRun opens FundThrough, finds invoices whose debtors have not yet been verified for the current period, and delivers a prioritized worklist to Google Sheets so your team clears them fast.
FundThrough›Google Sheets
Automated FundThrough Debtor Credit Watchlist
WebRun monitors your active FundThrough debtors weekly for public credit signals such as late payment patterns or financial stress indicators, and posts a watchlist to Google Sheets so your team can act before a debtor problem affects your funding.
FundThrough›Google Sheets›Slack
Automated FundThrough Daily Funding Report
Every morning, WebRun opens FundThrough, captures all invoices funded in the last 24 hours, and posts a structured daily funding report to Telegram so your team starts the day with a clear picture of yesterday's activity.
FundThrough›Telegram
Automated FundThrough Concentration Risk Monitoring
WebRun reviews your FundThrough portfolio weekly and flags any debtor whose share of your total funded invoices exceeds your concentration limit, posting alerts to Slack before the imbalance grows.
FundThrough›Slack
Automated FundThrough Collections Follow-Up Drafts
WebRun scans FundThrough for factored invoices past their expected payment date, drafts a professional collections follow-up for each debtor, and queues them in Gmail for your team to review and send.
FundThrough›Gmail›Airtable
Automated FundThrough Monthly Client Statements
WebRun pulls each client's factoring activity from FundThrough at month end, compiles a clear statement showing advances, fees, debtor payments, and reserve balance, and saves a draft for your team to review and send.
FundThrough›Gmail›Google Sheets
Automated FundThrough Advance Rate Review Queue
WebRun checks your FundThrough clients periodically, identifies any whose advance rate may warrant a review based on payment performance, and delivers a prioritized queue to Google Sheets so your team can make informed rate decisions.
FundThrough›Google Sheets›Slack

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