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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

  1. Gather all required information listed above.
  2. Confirm whether the client is on the GVL platform.
  3. Determine the appropriate prefund date based on the client’s production schedule, including any GVL‑specific platform requirements.
  4. Send the prefund request to Haley Rhodes, ensuring all required details are included.
  5. Submit the request with sufficient lead time to prevent carrier service interruptions.
  6. 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.