How to prepare a factoring batch PDF.
Review the schedule and supporting invoice packets together before sharing a factoring batch.
Carrier Hub NEXT supports factoring batch documents that combine a Schedule of Accounts with the selected invoice packets. The supplied seven-page example contains a batch schedule plus freight and TONU invoice packets. Check the invoice references, amounts, supporting documents and remittance details before sending.
Start with reviewed invoices and packets
Prepare each invoice and its supporting packet before reviewing the factoring batch. A regular freight packet and a canceled-load TONU packet contain different supporting records, so check each one on its own terms.
The supplied freight packet combines an invoice, RateCon and BOL/POD image. The supplied TONU packet combines an invoice, RateCon and approval confirmation. These documents are grouped into the factoring example together with a Schedule of Accounts.
Review the factoring batch before sharing
- Confirm the intended invoices. Check the references, bill-to customers and amounts against the reviewed invoice records.
- Check the schedule. Compare the selected invoice amounts with the batch total.
- Inspect the supporting pages. Confirm the correct packet follows each invoice and scanned paperwork is readable.
- Review the intended recipient and instructions. Confirm the factoring-company details and your existing arrangement before sending the saved batch.
Follow the actions available to your account and version. A NEXT demo can show the batch workflow with your own operating requirements.
Read the supplied seven-page batch
The example groups invoice INV-00001042 for $2,925.50 and invoice INV-00001043 for $250. Together, the assigned invoice amount is $3,175.50.
Its seven pages comprise the Schedule of Accounts and the two three-page invoice packets. Review the complete PDF, not just the first-page image preview.
Understand what the batch PDF records
The batch organizes the selected invoices and their paperwork. Creating or sharing it does not itself establish a factoring agreement, approve funding or move money. Those steps follow your separate arrangement with the factoring company.
For the documents behind this batch, read creating a freight invoice and packet and creating a TONU invoice. The document library lets you compare the different invoice, pay and settlement examples.
See the images. Keep the complete PDF.
These examples use fictional sample details. Click an image to enlarge it, expand the page images for a multi-page document, or open the complete original PDF.
View all 7 page images
Questions about this workflow.
What is in a NEXT factoring batch PDF?
The supplied example contains a Schedule of Accounts and the selected invoice packets. Its freight and TONU packets each include their supporting documents.
Can I open a complete example?
Yes. The seven-page demo factoring batch is available alongside its first-page image preview, using fictional sample data.
Does creating the batch mean the invoices have been funded?
No. The PDF organizes the documents. Funding approval and money movement follow your separate factoring arrangement.
Bring your billing and pay questions.
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