To help navigate the Aladdin Client Portal, please utilize our training videos below. If you have any questions or need assistance, please reach out to us.
Portal Overview
Explore the Aladdin Client Portal.
Invoice Entry Tool
Learn how to submit paperwork for funding through the Aladdin Client Portal.
Invoice Search Tool
Find out the funding status of an invoice through the Invoice Search tool.
Fundings Tool
Explore how to review your funding activity from the last 3 months.
Rebate Balance & Payment Tools
Learn how to view your current rebate balance, and your 20 most recent rebate payments.
Rebate Balance Ledger Tool
Find out how to view detailed information for each rebate account transaction.
Chargebacks Tool
Discover how to view all chargebacks in your account from the past 90 days.
Receipt Reports
Use the reporting tool to view receipt reports, which detail payments from your customers to Aladdin for factored invoices.
Aging Reports
Learn how to generate and understand the 3 types of Aging reports, which show all unpaid factored invoices from your customer to Aladdin.
Advance Schedule Report
Learn how to generate an Advance Schedule Report to see all your funding activity from the last 12 months.
Detail History Fee & Settlement Reports
Discover how to generate reports that provide a high-level overview of your invoices and show which have been settled by Aladdin.
Customer Listings Report
View steps on how to generate a list of all the customers associated to your Aladdin Client Portal.
