Step 4.6a — Invoice Submission to Shipper (Path B Self-Finance, Off-Platform)

Triggered from: Step 4.5 when Shipper is Path B self-finance. Next step: Step 5.1a — Shipper Direct Payment Receipt

Note

Path B: The invoice goes directly to the Shipper, not to HaulPay. This is the core operational difference of Path B self-finance. No HaulPay intermediary, no factoring fee, no reserve holdback.

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🎯 Ideal State

Submission Mechanics

Element	Value
From	accounting@forzalogisticsgroup.com
To	Shipper’s billing/AP contact per Step 1.5 EZ-Loader billing configuration
Subject	”Invoice [Invoice#] — Forza Logistics Group — [Load#]“
Attachments	Invoice PDF (Forza branding with Forza remit-to), signed delivered BOL, any Shipper-specified documents

Remit-to on the invoice: Forza’s Fifth-Third-Bank details — not HaulPay’s PO Box. This is what the Factor This Customer = No setting in EZ-Loader should produce automatically — pending verification (Step 4.4 verification question).

No NOA requirement. Path B Shippers have no NOA on file. Payment comes directly to Forza.

Payment Expectation

Path B Shippers are on Net 15 terms (shorter than factored Net 30 — Forza carries the cash). Payment lands directly in Forza’s Fifth-Third-Bank account. Payment matching occurs at Step 5.1a.

Owner: Concetta (Accounting).

🤖 SYSTEM AUTOMATION:

In ideal state with batch invoicing, fully automated per Shipper schedule. In interim QBO bridge state, Concetta emails each invoice individually.

🛑 HARD GATE:

Path B invoices must not land at HaulPay. If EZ-Loader configuration is correct (Factor flag = No, HaulPay factoring email blank), this cannot happen. Step 4.5 review catches any misconfiguration before submission.

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📍 Current State

• Path B off-platform self-finance happens on rare occasions but is not documented or repeatable.
• No invoice template with Forza’s remit-to consistently configured in EZ-Loader.
• When a Path B Shipper is invoiced, it’s a one-off exception handled manually by Concetta with ad hoc remit-to substitution.

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🚧 Gap

1. Path B invoice workflow is not documented.
2. EZ-Loader remit-to auto-switch for Factor = No Shippers not verified — see Step 4.4.
3. No Forza-branded invoice template with Forza remit-to confirmed working in EZ-Loader.
4. Net 15 payment terms not documented as Path B Shipper-facing standard.

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🛠️ Gap Closure Actions

• Verify EZ-Loader produces a correct Forza-remit-to invoice for Path B Shippers (Factor = No) — same as Step 4.4 Gap Closure 4 Owner: James + EZ Loader support | Effort: Low
• Document Path B invoice submission SOP: template confirmation, email format, attachment set, timing Owner: Casey + Concetta | Dependency: Template verified | Effort: Low
• Establish Net 15 payment terms as Path B standard in the self-finance policy (same policy document as Step 1.3a) Owner: Casey + Nick + Concetta | Effort: Policy