How Do I Initiate a Prefund Request?
This article outlines the process for initiating a prefund request to a carrier. Prefund requests are used to prevent shipment disruptions, such as carrier credit holds, by ensuring required funds are available in advance.
When to Use This Article
Use this process when:
- A carrier credit hold is imminent or already in place and could impact client shipments.
- A prefund is required outside of normal funding procedures to maintain continuity of service.
Note: Prefund requests should only be submitted when absolutely necessary and once invoices have already been processed.
Who This Applies To
- Client Experience Representatives
- Operations teams responsible for carrier funding coordination
Required Information
All prefund requests must include the following details:
- Client Name
- Client ID
- AFS Processing Location
- Prefund Date
- Carrier Name
- Carrier PRO Number(s) requiring funding
- Process Date
- Brief Reason for the Prefund
- Example: Avoiding or lifting a carrier credit hold
- If the prefund is due to an AFS issue, include supporting details
⚠️ Incomplete requests may delay processing.
Special Considerations (GVL Platform Clients)
If the client is on the GVL platform, apply the following rules:
- Obligations must be funded in full.
- If the prefund applies to only a subset of PROs, those PROs must be processed in a separate special production run.
Important:
If the client’s weekly production has already run and the PROs requiring a prefund were included in that normal production:
- An AR ticket is required to back out the affected PROs
- A special production run must then be completed to reprocess the PROs separately
How to Submit a Prefund Request
- Gather all required information listed above.
- Confirm whether the client is on the GVL platform.
- Determine the appropriate prefund date based on the client’s production schedule, including any GVL‑specific platform requirements.
- Send the prefund request to Haley Rhodes, ensuring all required details are included.
- Submit the request with sufficient lead time to prevent carrier service interruptions.
- Prefund requests must be received before 11:00 AM CST to be paid out same day.
Acceptable Reasons for a Prefund
Prefund requests are reviewed and approved on a case‑by‑case basis. Acceptable reasons include:
- Preventing or resolving a carrier credit hold
Example Prefund Request
Subject: Prefund Request – ABC Logistics
- Client Name: ABC Logistics
- Client ID: 123456
- GVL or SHV: GVL
- AR Ticket (if applicable): AR4567
- Special Production Requested (GVL only): Yes
- Prefund Date: April 24, 2026
- Carrier Name: Central Transport
- Carrier PRO(s): PRO123456, PRO789012
- Process Date: April 24, 2026
- Reason: Prefund required to prevent a carrier credit hold.
Additional Notes
- Prefund requests are not guaranteed approval.
- Always verify the client platform and production schedule before submitting.
- Questions regarding prefund requests should be directed to Haley Rhodes.