Please refer to this article on:

How To Create An Invoice Batch

After you've created an invoice batch in Datatruck, it's a good idea to double-check everything before sending it to a factoring company or broker. You can easily do this using the Preview PDF option.

Steps to Preview an Invoice PDF

1. Go to the Invoice Batch:
   Navigate to Accounting > Invoice > Batches, then open the relevant batch.
    

2. Locate the Invoice:
   Inside the batch, you'll see the list of loads included in the invoice.
    

3. Click “Preview PDF”:
   You'll see a Factoring PDF column that says Preview PDF in blue, click on it.
    
   
   
   

4. Review & Confirm:
   Double-check the information for accuracy. If everything looks good, you're ready to proceed with sending it to the factoring company or 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.
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