Invoice Factoring — submit invoices to eCapital, LoadConnex, TBS & Loves in TMSDASH

Overview

Submit invoices to a factoring provider and track the full lifecycle — submitted, approved, funded, or rejected. TMSDASH supports eCapital, LoadConnex, TBS, and Loves behind a unified provider layer, and reconciles advance amounts, factoring fees, and reserves against each invoice. (CarrierTMS and BrokerTMS.)

How to get there

Key features

• Submit an invoice to eCapital, LoadConnex, TBS, or Loves from the invoice row
• Factoring status workflow: none → submitted → approved → funded (or rejected)
• Track advance amount, factoring fee, reserve amount, and funded date per invoice
• Factor reference number captured from the provider response
• Factoring status badge and a dedicated Factoring report view
• Provider connection tested via a test-factoring-connection function before first submission

Step-by-step

1. 1Open the sidebar → Finance → Invoices and open an invoice.
2. 2Click Submit to Factoring and pick your provider (eCapital, LoadConnex, TBS, or Loves).
3. 3Confirm — the invoice status moves to submitted and the factor reference is captured.
4. 4Track the status as it advances to approved and funded; the advance, fee, and reserve are recorded automatically.
5. 5Use the Factoring report to reconcile funded invoices and outstanding reserves.