Invoices and factoring packets

freightline supports two ways of getting paid. Pick yours in Settings → Company under Getting paid: We invoice brokers ourselves or Through a factoring company, then press Save changes. With factoring, the Invoices page is hidden and the factoring packet becomes the main action after delivery.

If you invoice brokers yourself

1. Set Payment terms (days) under Invoicing in Settings → Company.
2. Open a delivered load and press Create invoice. The due date uses the broker’s own terms if you set them on the broker, otherwise your payment terms.
3. On the invoice, Edit lets you change the bill-to name, billing email and address, due date and notes. The terms follow the dates: moving the due date recalculates them from the issue date, so the invoice reads Net N, or Due on receipt when the due date is the issue date.
4. Press Email to broker. Fill in To (and Cc if needed), add a message, and keep Attach rate con & POD ticked to send the documents with it. You can also Print or Share it as a PDF link.
5. When the money arrives, press Mark paid and add a payment reference if you like. Made a mistake? The owner can press Mark unpaid to reopen it. Outstanding and paid invoices have their own tabs on the Invoices page.

If you factor

1. In Settings → Company, fill in Factoring company and Factoring email (their submissions inbox).
2. Open a delivered load and press Email to factoring. The rate con, BOL, POD and invoice (if there is one) go to that address and the load is marked Factored.
3. Track the payment on the pill next to the load status: Pending, Factored or Paid. Click it to change the status.
4. If you connected a Telegram bot in , sends the same files to your chat.

Common questions

Related

• Add a load from a rate confirmation
• Driver app: BOL and POD photos
• Free factoring fee calculator
• All help articles