Introduction
Super Dispatch’s Carrier TMS includes a built-in factoring feature that helps you streamline invoicing when using a factoring company. By enabling factoring, a Notice of Assignment is automatically added to your invoices—letting your customers know to send payments to your factoring partner instead of your business directly.
In this article, we’ll show you how to set up your factoring company and apply factoring to invoices in Carrier TMS.
How to Set Up a Factoring Company
Step 1: Log in
- Log in to Carrier TMS at superdispatch.com or carrier.superdispatch.com
Step 2: Open Settings
- Click your company name at the bottom-left corner
- Select Settings from the dropdown
Step 3: Navigate to the Factoring Tab
- From the left-hand settings menu, click on Factoring
Step 4: Add Factoring Company Information
- Fill out the name, phone number, and email address for your factoring company
- Click Save
How to Apply Factoring to an Invoice
Once your factoring details are set up, you can apply them when sending an invoice.
Step 1: Send an Invoice
- Go to the load you want to invoice
- Click Send Invoice
Step 2: Enable Factoring
- In the invoice window, check the box for Factor Invoice
- This adds the Notice of Assignment to your invoice
Step 3: Review the Invoice Preview
- Your invoice will now show a red Notice of Assignment section that tells the customer to send payment to your factoring company
Need Help?
Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at support@superdispatch.com, or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!
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