Enabling the Notice of Assignment
Step 1: Enable the Setting
Go to Settings → App Settings
Find the setting "Enable factoring notice of assignment"
Toggle it ON
Save your changes
Step 2: Configure Your Factoring Company
Ensure you have a factoring company configured (see previous article). The notice uses:
Company Name - Your factoring company's name
Address - Their mailing address
Email - Their contact email
When the Notice Appears
The Notice of Assignment appears on invoice PDFs when ALL of the following are true:
✅ The "Enable factoring notice of assignment" setting is ON
✅ A factoring company is configured for your division
✅ The invoice is marked to include the factoring assignment
Controlling Notice on Individual Invoices
When creating or editing an invoice, you can choose whether to include the Notice of Assignment:
Open the invoice creation/edit screen
Look for the "Include factoring assignment" checkbox
Check it to include the notice, or uncheck to exclude it
This gives you flexibility when some customers don't require factoring.
Troubleshooting
Notice Not Appearing on Invoice PDF
Verify the "Enable factoring notice of assignment" setting is ON
Check that you have a factoring company configured
Ensure the invoice has "Include factoring assignment" checked
Make sure you're viewing the final PDF (not a preview)
Wrong Company Information Showing
Go to Settings → Invoicing & Accounting → Factoring
Update the company name, address, and email
Re-generate the invoice PDF