Billing and factoring

Track factoring status

Follow an invoice through submission, purchase, funding, reserve, payment, and close.

What factoring means

Factoring sells an eligible account receivable for an advance, less fees and reserves. It is not a load or driver loan.

Status flow

Use Ready → Submitted → Purchased → Funded → Closed. Record advance, reserve, fee, funding date, and reconciliation evidence. Close only after payment and reserve outcomes reconcile.