Skip to main content

Search

Welcome to Super Dispatch Help Center

How to Use and Set Up the Factoring Feature in Carrier TMS

Table of Contents

    Introduction

    This section explains how factoring works in Carrier TMS and what enabling it means for your invoices.

    Carrier TMS includes a built-in factoring feature that helps streamline invoicing when you work with a factoring company. When factoring is enabled, a Notice of Assignment is automatically added to your invoices, instructing customers to send payment directly to your factoring partner instead of your business.

    This article walks through how to set up your factoring company, how to apply factoring to invoices, and what changes when factoring is enabled.

    How to Set Up a Factoring Company

    This section covers where to add your factoring company details so they can be applied to invoices.

    Step 1: Log in to Carrier TMS

    Start by accessing your Carrier TMS account.

    1. Log in at superdispatch.com or carrier.superdispatch.com.

    Step 2: Open Settings

    Settings is where company-level configuration options are managed.

    1. Click your company name in the bottom-left corner.
    2. Select Settings from the dropdown.
    Click Settings

    Step 3: Open the Factoring Tab

    The Factoring tab is where you store factoring company details used on invoices.

    1. From the left-hand settings menu, click Factoring.
    Click Factoring

    Step 4: Add Factoring Company Information

    This information will appear on invoices when factoring is enabled.

    1. Enter the factoring company name, phone number, and email address.
    2. Click Save.
    Enter in the Factoring companies information

    How to Apply Factoring to an Invoice

    This section explains how to enable factoring when sending an invoice for a load.

    Step 1: Start Sending an Invoice

    Factoring is applied at the time an invoice is sent.

    1. Open the load you want to invoice.
    2. Click Send Invoice.

    Step 2: Enable Factoring on the Invoice

    Enabling factoring automatically adds the Notice of Assignment.

    1. In the invoice window, check the box labeled Factor Invoice.
    2. This adds a Notice of Assignment to the invoice.
    User must click Factor Invoice

    Step 3: Review the Invoice Preview

    Always confirm the factoring notice before sending the invoice.

    1. Review the invoice preview to confirm the red Notice of Assignment is visible and directs payment to your factoring company.
    This is what the invoice will look like.

    What Changes When Factoring Is Enabled

    This section outlines how invoices behave differently when factoring is turned on.

    Scenario Without Factoring With Factoring Enabled
    Invoice recipient instructions Customer is instructed to pay your company directly Customer is instructed to pay your factoring company
    Notice of Assignment Not included on the invoice Automatically added in red on the invoice
    Invoice layout Standard invoice format Invoice includes factoring details and assignment notice
    SuperPay eligibility Determined by SuperPay setup Unchanged by factoring settings
    Note: Enabling factoring only affects invoice instructions and the Notice of Assignment. It does not change how payments are processed through SuperPay or override existing SuperPay settings.

    Learn More

    These related articles provide additional context around invoicing and payments in Carrier TMS.