Factoring Status Overview
Every invoice in Truckbase has a factoring status:
Status | Description |
Not Sent | Invoice has not been submitted to factoring |
Processing | Invoice is in transit to factoring company |
Factored | Successfully received and processed by factoring company |
Error | Submission failed - action required |
Viewing Factoring Status
On the Invoices Table
Navigate to Invoices
The "Factored" column shows each invoice's status
Not Sent
Processing
Factored
Error
Filtering by Factoring Status
Click the Filters button
Select "Factored" filter.
Choose the status you want to view and apply the filter.
This helps you quickly find invoices that need attention.
Viewing Error Details
When an invoice shows an error status:
Find the invoice in the Invoices table
Hover over the error status
A tooltip will show the error message
Common errors include:
"Error uploading to SFTP" - Connection issue
"Error getting invoices" - Data retrieval failed
Missing required documents
Retrying Failed Submissions
If an invoice failed to factor:
Fix any underlying issues (missing documents, etc.)
Click the three-dot menu on the invoice
Select "Send to Factoring" to retry
Monitor the status for success
Factoring History
For integrated factoring companies, you can view the complete history:
When the invoice was first sent
Status changes over time
Timestamps for each update
Which factoring company received it
Export Factored Invoices
To export to CSV:
Go to Invoices
Apply filters:
Date range
Factoring status = "Factored"
Division (if applicable)
Matching Factoring Payments
When you receive payment from your factoring company:
Filter invoices by Factored status
Match the factoring company's remittance to your invoices
Mark invoices as Paid in Truckbase
This keeps your records accurate