Sending a Single Invoice to Factoring
From the Order/Load Detail
Open the order you want to factor
Go to the Invoice tab
Ensure an invoice has been created
Click the three-dot menu (⋮)
Select "Send to Factoring"
The invoice and supporting documents will be sent to your factoring company.
From the Invoices Table
Navigate to Invoices in the left sidebar
Find the invoice you want to factor
Click the three-dot menu (⋮) on the invoice row
Select "Send to Factoring"
Bulk Sending Multiple Invoices
You can send multiple invoices to factoring at once:
Navigate to Invoices
Use checkboxes to select the invoices you want to factor
Click the "Factor" button in the bulk actions bar
Confirm the submission
All selected invoices will be queued for factoring.
What Gets Sent to Your Factoring Company
When you send an invoice to factoring, Truckbase transmits:
Document | Description |
Invoice PDF | The complete invoice with all line items |
Rate Confirmation | The signed rate con (if available) |
Bill of Lading (BOL) | Proof of delivery documents |
Invoice Data | Structured data in the factoring company's required format |
Automatic vs Manual Sending
Automatic Sending (Default ON)
If you checked "Send all invoices to factoring by default" in your settings:
Every new invoice is automatically sent to factoring
No manual action required
Status updates automatically
Manual Sending (Default OFF)
If automatic sending is disabled:
You choose which invoices to factor
Click "Send to Factoring" for each invoice
More control over what gets factored
Factoring Status Indicators
After sending an invoice to factoring, you'll see status updates:
Status | Meaning |
Not Sent | Invoice has not been sent to factoring |
Processing | Invoice is being transmitted to factoring company |
Factored | Successfully received by factoring company |
Error | Something went wrong (see error details) |
Viewing Factoring Status
On Individual Orders
Open the order and look at the invoice section. The factoring status appears next to the invoice.
On the Invoices Table
Go to Invoices
Look at the "Factored" column
Filter by factoring status using the filter dropdown
Handling Factoring Errors
If an invoice shows a factoring error:
Check the error message - Hover over the status for details
Common issues:
Missing required documents (BOL, rate con)
Invalid customer information
3. Connection issues with factoring company
Fix the issue and retry sending
Contact support if errors persist
Download Option
If you need to manually submit invoices to your factoring company:
When sending to factoring, select the "Download" option
You'll receive an email with:
All invoice PDFs
Supporting documents
CSV summary file
You can then manually upload these to your factoring portal