Accessing Factoring Settings
Navigate to Settings in the left sidebar
Click App Settings
Select the Invoicing & Accounting tab
Scroll down to the Factoring section
Setting Up an Integrated Factoring Company (APEX, RTS, Triumph, eCapital)
If your factoring company has a direct integration with Truckbase:
Step 1: Select Your Factoring Company
In the Factoring company dropdown, select your provider (e.g., "APEX", "RTS")
The form will update to show the required credential fields
Step 2: Enter Your SFTP Credentials
Contact your factoring company representative to obtain your credentials. Depending on the provider, you may need:
Field | Description |
Username | Your SFTP username provided by the factoring company |
Password | Your SFTP password |
Client Number | Your client/account number (some providers) |
Step 3: Configure Default Behavior
Check the box "Send all invoices to factoring by default" if you want every invoice automatically sent to factoring when created.
Step 4: Save
Click Save to store your factoring configuration.
Setting Up a Non-Integrated Factoring Company ("Other")
If your factoring company doesn't have a direct integration:
Step 1: Select "Other"
In the Factoring company dropdown, select "Other"
The form will show fields for manual entry
Step 2: Enter Company Details
Field | Description |
Company name | Your factoring company's name |
Company email | Email address where invoices should be sent |
Company address | Mailing address (appears on Notice of Assignment) |
Step 3: Configure Default Behavior
Check "Send all invoices to factoring by default" if desired.
Step 4: Save
Your factoring company information will be saved and used for the Notice of Assignment on invoices.
Removing Factoring Configuration
If you stop using a factoring company:
Go to Settings → Invoicing & Accounting → Factoring
Select "None" from the Factoring company dropdown
Save your changes
Multi-Division Setup
If you have multiple divisions, each division can have its own factoring configuration:
Switch to the division you want to configure
Go to Settings → Invoicing & Accounting → Factoring
Set up factoring for that specific division
Repeat for other divisions as needed
This allows different divisions to use different factoring companies or have different default settings.
Troubleshooting Connection Issues
If you're having trouble connecting to your integrated factoring company:
Verify credentials - Double-check username/password with your factoring rep
Check for typos - Credentials are case-sensitive
Contact support - Truckbase support can help verify your connection
Contact your factoring company - They may need to whitelist Truckbase's servers