An invoice batch groups multiple delivered loads together so they can be invoiced and submitted to a factoring company in one action. This article covers the full process from creating the batch to marking it as paid.

Step 1: Create a New Batch

1. Go to Accounting > Invoices.

2. Click Create New Batch.
   
   
    

3. Select the MC number of the company you are creating the batch for.

4. Select the date-range.

5. Select the loads you want to include in the batch.

6. Click Add Loads.

Step 2: Send the Batch to the Factoring Company

1. Select the invoices

2. Click Send.
   
   
    

3. Choose Send to Factoring Company.

4. Click Send.
   
   

The batch will be submitted to your connected factoring company.


Step 3: Post the Batch

1. Click Post to finalize the batch and prepare it for submission.



Step 4: Mark as Paid

Once the factoring company processes the payment:

1. Locate the batch and open it.

2. Click Mark a Payment for the selected invoice.
   
   

The status of all loads in the batch will automatically update to Paid from Invoiced.




We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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