Factoring Books & Resources
for Investors & Entrepreneurs
Record Keeping Templates
Files in MS Word & Excel format for PC
Get these files and save
yourself hours of typing or
scanning! All Record Keeping documents used in Factoring
Small Receivables 7th edition are available, plus more — and spreadsheet calculation formulas are included! Available separately ($57) or included with The
Small Factor Collection.
$57
Names of all the documents are:
Spreadsheets:
Instructions
Application
Form (2 pages) template
Short
Application Form (1 page)
template
Projected
Annual Budget worksheet
template
Factoring Profitability Calculator
Factoring Checklist template
Customer
Contact Sheet template
Schedule of Accounts template
Chargeback
Record form (2) template
Record
of Lender Payments
template
Sample Factoring Record
Factoring Record template
Word documents:
Instructions
Term Sheet template
Discount Schedule template
ACH
Direct Deposit Form
template
Delivery
of Funds instructions
template
Verification Form template
Letter
of Acceptance template
Instructions
for Factored Payments
Received by Client
template
Lender Agreement template
Promissory
Note “A”
template
Promissory
Note “B”
template
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