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 where 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 BOARD CHOICES
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. Make sure it has a large selection of your preferred lanes and the demand for your type of truck. Free trials are the best way to test the market before making a financial investment.