The week's invoices in one email, and a nudge for the one you forgot
Two loose ends on the factoring packet. Your factor gets the week in one submission instead of five emails, and an invoice that was never actually sent stops looking finished.
Several invoices, one email
Tick the invoices on the Invoices page and send them to your factor as one submission. Each invoice still travels as its own PDF — the invoice, its rate confirmation and its POD — because that is how a factor's clerk files them, and the covering note lists every invoice, its load, its amount and the total so nothing goes missing quietly. The same check runs on every invoice first. If one is missing its POD, or already went, the whole bundle waits and that invoice is named, with a one-click way to take it out and send the rest — a factor that receives three of the five invoices it was told about phones you about the other two.
It will not mix up who gets what
Invoices for two different factors, or a factored invoice alongside one you bill yourself, are shown as the separate bundles they are rather than mailed to whoever came first. Untick one group, or type one address if you know they should all go there.
The invoice nobody sent
An invoice that exists but was never sent is money nobody has asked for, and it looks done on the list. The bell now tells you about a draft that is still a draft after three days, and again at ten. If you send packets from here, an invoice marked submitted with no packet behind it gets the same nudge — and if you emailed it yourself, you dismiss it and it stays dismissed. Each threshold nudges once. After that, the overdue alerts at 30, 45, 60 and 90 days take over.