Once your factoring company is connected, you submit invoices to them and track every submission from one place. The factoring dashboard lives under Accounting → Factoring.
Connecting a provider comes first — see Connect your factoring company.
Submit an invoice
From a completed load's invoice, submit it to your connected factor for funding instead of billing the broker directly. The invoice details carry over from the load, so you're confirming, not re-keying.
Track it on the factoring dashboard
The factoring dashboard is where you watch what you've submitted:
- Statuses — see where each invoice stands with the factor.
- Filters — narrow the list to find a specific invoice or a batch fast.
- Notes — add a note to an invoice so the next person knows what's going on.
The factoring dashboard with statuses and filters A product screenshot will be added here.Screenshot
Good to know
- Factoring and credit checks also show up right on your DAT rows through the free Numeo Spot extension, so you can vet a broker before you book.
- For overdue invoices you're billing directly (not factoring), see Invoice ageing and follow-up.
- OTR factoring is coming soon; supported providers today include RTS, Triumph, PRO Funding, WEX, Stratopay, Outgo, and TAFS.
Need a hand? Email support@numeo.ai or use the in-app Help option.