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Post-delivery freight factoring

Haul Pay Integration for Freight Invoice Factoring

The FTM Haul Pay integration lets carriers and brokers submit delivered shipment invoice details for factoring from inside Salesforce. Then, Haul Pay reviews the submission and returns the funding outcome and payment status to the FTM shipment record. As a result, operations and finance teams can track post-delivery payment progress where the load already lives.

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From delivered shipment to payment status in FTM
Shipment marked delivered in FTM
Load ready for billing context
Invoice details submitted to Haul Pay
Shipment context sent for factoring review
Haul Pay reviews the submission
Approval depends on Haul Pay review
Outcome and payment status return to FTM
Shipment financial status stays aligned
Post-delivery
Workflow typically begins after delivery
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110+
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Salesforce
Native platform
Connected post-delivery workflow

What does the Haul Pay integration do in FTM?

FTM manages the transportation record in Salesforce, while Haul Pay handles freight factoring and payment. When a delivered load is ready for billing, the integration connects the shipment and invoice context with Haul Pay’s review workflow. Then, the returned outcome remains connected to the same FTM shipment record.

Haul Pay handles
Review of submitted invoice details for factoring eligibility
Funding decision based on its own review criteria
Advancing payment on approved invoices
Returning funding outcome and payment status to FTM
FTM handles
Provides the shipment and invoice context for submission
Records that the invoice was submitted for factoring
Surfaces the review outcome returned by Haul Pay
Keeps payment status aligned with the factoring outcome
Does not replace your accounting system
Haul Pay controls the funding decision
FTM submits the invoice details and surfaces the returned outcome. However, Haul Pay makes the funding decision according to its own review requirements. Therefore, FTM does not influence or guarantee approval. The workflow begins after delivery, so it does not affect rating, booking, or dispatch.
Five-step payment workflow

How does the Haul Pay integration work in five steps?

First, the shipment reaches delivered status in FTM. Next, the user submits its invoice details to Haul Pay for factoring review. After Haul Pay completes the review, the outcome and available payment status return to the related shipment record in Salesforce.

01
Mark shipment delivered
The FTM load becomes ready for billing
02
Submit invoice details
Send the shipment context from FTM
03
Haul Pay reviews
Approval follows Haul Pay’s criteria
04
Return the outcome
FTM shows the review result on the shipment
05
Track payment status
Available status stays with the FTM shipment
This workflow begins after delivery. Therefore, it does not affect rating, booking, or dispatch. In addition, FTM keeps returned status visible on the shipment record, while your accounting system continues to handle its existing role.
Payment status in Salesforce

Where does Haul Pay status appear in FTM?

After submission, the FTM shipment record shows that the invoice was sent for factoring. Then, it surfaces the review outcome and available payment status returned by Haul Pay. Therefore, operations and finance can reference the same post-delivery status in Salesforce.

FTM Shipment Record
Submitted to Haul Pay
Shipment information
Load Number
FTM-2026-09211
Carrier
Sample Carrier
Origin
Atlanta, GA
Destination
Dallas, TX
Delivery Status
Delivered
Haul Pay factoring status
Submission Status
Sent for Factoring
Review Outcome
Outcome Returned
Payment Status
Status from Haul Pay
Haul Pay Status Timeline
Invoice submitted for factoring
Sent from FTM shipment context
Done
Haul Pay review completed
Approval based on Haul Pay criteria
Outcome Returned
Funding outcome returned to FTM
Visible on shipment record
Status Updated
Payment status in FTM
Aligned with factoring outcome
Tracking
Less manual follow-up between operations and finance
When payment status returns to the FTM shipment record, operations can reference factoring progress where the load already lives. As a result, teams rely less on separate checks and internal status requests.

Field labels and status values shown are illustrative. Actual fields depend on your FTM and Haul Pay configuration. Not every invoice will be approved; approval depends on Haul Pay review.

Connected factoring status

Why return factoring status to the shipment record?

When factoring status remains in a separate platform, operations and finance must check payment progress away from the load. Therefore, the Haul Pay integration returns available status to the FTM shipment record and keeps the post-delivery workflow connected in Salesforce.

Payment status visible in FTM
First, the shipment record shows the invoice submission, review outcome, and available payment progress returned by Haul Pay.
Less follow-up between operations and finance
Next, operations and finance can reference the same returned status in Salesforce, which reduces separate progress checks after delivery.
Shipment financial status stays aligned
Finally, FTM records the status information returned by Haul Pay on the related shipment, so the financial view stays aligned with the factoring outcome.
Before and after

Before and after connecting Haul Pay to FTM

Without the integration, the load remains in FTM while factoring status stays in Haul Pay. By contrast, the connected workflow sends invoice details from the shipment record and returns the outcome and available payment status to Salesforce.

Without Haul Pay connected to FTM
Invoice submitted to Haul Pay outside of FTM
Factoring status tracked in a separate platform
Operations team follows up manually on payment progress
Shipment record in FTM shows no factoring status
Finance and operations work from disconnected data
With Haul Pay connected to FTM
Invoice submitted to Haul Pay from inside FTM
Review outcome returned to the FTM shipment record
Payment status visible in Salesforce alongside the load
Less manual follow-up between operations and finance
Shipment financial status aligned with factoring outcome
Business outcomes

What changes after Haul Pay connects to FTM?

Invoice funding progress visible in FTM
First, the FTM shipment record shows the invoice submission, the returned review outcome, and available payment progress.
Less manual follow-up after delivery
Next, operations can reference returned factoring progress in Salesforce, which reduces separate checks with Haul Pay or finance.
Shipment and payment data in one place
Finally, finance and operations see the same returned factoring data alongside the shipment, carrier, and delivery information.
Related FTM capabilities

Related FTM integrations and capabilities

QuickBooks
Billing and Reporting
Workflows
All Integrations
Haul Pay FAQ

Questions about the Haul Pay integration in FTM

For setup questions or account configuration, the FTM team can help.

Talk to a Specialist
The Haul Pay integration lets users submit delivered shipment invoice details for factoring from inside FTM. Then, after Haul Pay reviews the submission, the funding outcome and available payment status return to the related FTM shipment record. As a result, teams can track post-delivery progress in Salesforce.
The Haul Pay workflow begins when a shipment is delivered in FTM and ready for billing. Therefore, it does not affect rating, booking, dispatch, or another pre-delivery workflow. Its purpose is to submit invoice details for factoring review after delivery.
No. Haul Pay makes the approval decision according to its own review criteria. FTM submits the invoice details and surfaces the outcome that Haul Pay returns. Therefore, FTM does not influence or guarantee approval, and not every submission will receive a funded outcome.
FTM records that the invoice was submitted for factoring. Then, it surfaces the review outcome and available status information returned by Haul Pay. Consequently, the shipment’s financial view stays aligned with the factoring outcome.
No. Haul Pay manages the factoring and payment workflow, while FTM manages the transportation record in Salesforce. In addition, FTM keeps returned factoring status visible on the shipment. Your accounting system continues to handle its existing role.
Haul Pay helps carriers and brokers access funds faster after delivery by advancing payment on approved invoices. Therefore, the integration fits FTM users who also use Haul Pay for factoring and want submission and payment status visible inside Salesforce.
An active Haul Pay account and FTM configuration are required. Contact the FTM team at [email protected] to begin. Then, the team will confirm the specific requirements for your environment.
Freight factoring connected to FTM

See the Haul Pay workflow on an FTM shipment

Tell us how your team handles post-delivery invoice funding today. Then, we will show how the Haul Pay submission begins in Salesforce and how the returned outcome and payment status appear on the related FTM shipment.

Book Executive Demo Explore FTM Platform
Requires an active Haul Pay account and FTM configuration. Contact [email protected] for setup guidance. Approval outcomes depend on Haul Pay review requirements.
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