For information on how to create an invoice, please visit http://guide.truckingoffice.com/how-to-create-an-invoice

How to Enter the Factoring company's information on an invoice (remit-to):

• After clicking Create Invoice, below the invoice number and the invoice date, there will be a section that says Remit To.
• If the factoring company is not already in the address book, click Create Remit to and enter the information for the factoring company.
• If the factoring company IS in the address book, type in the first few letters of the factoring company within the search window beside Remit To and the rest will auto-populate for you.

Select the Trips included on the invoice and click Save.

How to Enter Quick Payments/Factoring Fees: (this is done after creating the invoice)

• Click on Invoices in the top black navigation bar.
• Click Enter Payment under the Actions tab on the right side.

• In the center of the page, you will see "Add Quick Payment/Factoring Fee.
• Select an expense category from the drop down arrow. If the category isn't listed, click Create Category.
• Enter the amount and the amount type. You can choose between percentage or dollar amount. (ie: if you are entering 5% as the factoring fee, you would enter 5 in the amount field, then select Percentage under amount Type.
• Select the date of the expense by clicking on the Calendar Icon.
• Click Add QuickPayment/Factoring Fee. This fee will automatically be listed under the Expense column in the top black navigation bar. 
• To enter the payment for the remaining balance, you will click Add Payment at the top of the page.