Create new invoice batch

Go to the accounting section of the Datatruck software. Then, click on the "invoice" button, and in the "Batch" sub-section, select "create new batch.”

Make sure that all the neccessary documents (RateCon, POD, BOL) have been uploaded, hence it shows list of missing documents as well as check the billing type is "Factoring".

Step 1. Create new batch

First choose MC number of the company which you want to create a batch for. Afterwards, select the invoices for which you want to create and it is generated by clicking "Create batch" button.

Step 2. Post the batch and send the batch to factoring company

Next, Select the batch you need to post and click on the “Post” button. Once the batch is posted, send the button “Send batch” and choose Send to factoring company, this will send the invoice batch to the factoring company if all the necessary documents (rate confirmation, POD) were uploaded in the load. Otherwise, you will get a list of missing documents that needs to be uploaded.

Select the Batch to send it to Factoring Company.

While sending to Factoring, you can choose the options shown in the below as per your own choice.

Step 4. Mark as paid

Once the factory company makes payment, click on the button “Mark as paid”, this will change the load status to Paid.