Not all users work with a factoring company. Almost, about 10% of users prefer to send invoices directly to brokers. However, in order to email invoices successfully, the broker's billing email must be added to the system as manually entering an email elsewhere will not work as the broker might not even receive the invoices.

Step 1: Go to the Relevant Invoice Batch

Start by going to Accounting and then Invoice. Select the invoice batch that includes the load you want to invoice.

Step 2: Click on the Customer Name

Inside the invoice batch, click on the customer name associated with the load. This will open the customer details screen.

Step 3: Check for the Billing Email

In the customer details screen, look for the Billing Email field.

• If the field is already filled with the broker's billing email, you're good to go.

• If not, enter the correct billing email address where invoices should be sent.

Once the email is added or updated, make sure to save your changes.

Step 4: Send the Invoice

Now, go back to the invoice batch and:

1. Select the loads you want to invoice.

2. Click Send.

3. Choose Email.

The system will already fill the "To" section with the broker’s billing email. All you need to do is click Send, and the invoice will be delivered directly to the broker.



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