Your TermSync account (in partnership with Credit Management Association) includes access to AnscersX, a multi-bureau trade credit report that contains the key factors about your customers' payment habits from the major credit reporting bureaus. Even if you have an existing contract with a particular credit bureau, it may be beneficial to pull a report through another for those higher risk customers.
Your TermSync account also includes access to a free download of a Trade Credit Report through National Association of Credit Management (NACM).
To access these credit reporting options, follow these steps.
Pulling a Credit Report
1. Navigate to your customer in TermSync.
2. The customer landing page default sets to the Invoices tab.
3. From there, scroll to the bottom-right to the Past Performance section where the Third Party Credit Reports are located.
4. Here, you can download and view sample reports. You can also click on Get Report to access the AnsersX database and/or NACM's Trade Credit Report.