How to fix any Invoices in ADR?

ADR (Additional Documents Required) is an invoice status indicating that your submission cannot be processed until missing, illegible, or mismatched documents are corrected and resubmitted through your Carrier Account.

ADR stands for Additional Documents Required, however we may use this status for multiple reasons besides just additional documents required. Below are some reasons your invoice will go into this status:

• Additional documents required which means you could be missing documents or you may be missing additional pages of a BOL/POD.
  • Example page 1 of 2 and you only submitted page 1 so we need Page 2. 
• One, some, or ALL documents are Illegible.
• BOL/POD Signatures are Missing
• The submitted documents are Mismatched- The BOL/POD doesn't match the rate sheet.

How do I fix an ADR issue?

You will receive a notification about the issue via your preferred communication method. To fix the ADR issue, follow these steps: 1. Log in to your Carrier Account and navigate to Factoring > Invoice Submission tab. 2. Locate the invoice showing ADR status and read the note describing what needs to be corrected. 3. Click the Pencil icon, then click + Add Documents to upload your corrected documents. 4. Both the original and corrected documents will remain accessible for internal review. Only the corrected documents will be sent to your customer. Confirm your screen matches the example below, then click Save. [Insert screenshot of the resubmission screen here] 5. Follow the same submission process as a new invoice. Select your preferred funding method to complete the submission. 6. Confirm the invoice now shows Pending status in your Factoring tab.  To fix the issue go into your Carrier Account and go to Factoring  and then "Invoice Submission" tab.

You should see the invoice that is ADR status with a note of what needs to be fixed. Click on the Pencil and then Click on "+ Add Documents" to resubmit documents.

Both documents will still appear and be sent over and this is just for the team to review. Both documents will still be accessible for review but we will only send the corrected documents to your customer. Your screen should like the below and you would then click "Save".

 

You will then follow the same process for when you Submit an Invoice for the first time. Click on "Proceed to Payout" button and choose how you would like the invoice funded.  Upon completion of this process you should see in your "Factoring" tab that the invoice is in "Pending" Status. 

Important: ADR invoices are considered incomplete and will not be processed until the issue is resolved. If corrections are not submitted before the 11:00 AM EST daily cutoff and you need same-day funding, an Expedited Processing Fee will apply. Verify the current cutoff time in your account portal, as this is subject to change. In the event you do not make the necessary corrections prior to  cutoff time (11am EST) and you need the funds today you will need to pay for the "Expedited Processing Fee".