Client Portal, Load Boards, Credit Checks Kimberly Pavel 2017-07-31T14:59:54+00:00
Business Organization is Easy
Keep Everything in One Place
TAFS CLIENT PORTAL – EVERYTHING IN ONE PLACE
When factoring, you want a company that is transparent and straightforward with you. We ensure transparency by giving our clients 24/7 access to see all the information on their account. You can use tools like the TAFS Client Portal, where you can monitor invoices, or run credit checks on your customers, ensuring you always know what is going on with your business.
View daily transactions – See which invoices were funded on any given day and the breakdown of fees
View all of your outstanding invoices
View all of the collection notes for your invoices
View any invoice processed invoices, the associated paperwork, and the payments received from debtors
Monitor your list of customers
Monitor your Reserves – Know if you have a negative balance or if you have reserves to be released
Reserves Report – View any short payments, overpayments, or chargebacks on your account
Dispute Report – View a list of any invoice that has any sort of issue and is holding up the debtor’s payment to TAFS
Purchase Summary Report – See all of the purchase invoices and what you’ve paid in fees
Load boards can be as different as the companies they supply. Before making a commitment to a load board, make sure you are getting the best service for your company. Verify it has a large selection of your preferred lanes and demand for your type of truck.
Customers with bad credit can negatively impact your business. Don’t get dragged down by a customer you shouldn’t trust. Protect yourself by running a credit check BEFORE you do business. Access our credit check system through the Client Portal.