Review invoice settings
Captioned screenshot-based walkthrough. Fictional data. No production actions.

Before you begin
This training uses fictional records in the actual MTR React interface. Your live screen may vary by permissions and setup. The recording explains preparation and review; it does not demonstrate a successful production save or submission.

Expand advanced controls
Open Invoice settings & advanced controls when needed. The available controls depend on your permissions. Keep the grid visible for the day-to-day review.

Verify date, number and signer
Check the invoice date and next number. Use the explicit number-change confirmation if changing it. Confirm the factoring company and the saved signing manager where applicable.

Review delivery readiness
Use the available readiness tools to understand missing setup. Review the selected loads before processing. This walkthrough does not validate real provider credentials or prove a delivery succeeded.

Validate before committing
Check the selected carrier, record identity, dates, amounts and source documents. Resolve missing information before saving or submitting. In this capture environment, all production writes, uploads and email sending are disabled.

Try it in your training environment
Practice review invoice settings using an approved test carrier. Explain which source records you would verify and which action needs review. Use How this works for context. Never use a real financial submission as a practice exercise.