A Settlement is a finalized batch of approved Invoices. Tread runs two surfaces: Receivables (invoices to Customers) and Payables (pay for Drivers and Vendors). Both pull from the same approved data, but different rates may apply depending on how the projects and orders were configured.
Approve, then settle. Each invoice, both the receivable and payable, on a driver dispatch must be approved before they can land in a Settlement. Unapproved data does not appear.
Payables — pay to Drivers and Vendors. Applies pay Rates, commissions, and deductions.
Export — Settlements can be pushed to QuickBooks or exported as .csv or .xls documents for upload into your target accounting system of record. Settlements can also be emailed directly to customers as PDF statements through the Tread platform.
Commissions apply per line item, not to the Settlement total. Test commissions on a sample Settlement before the first cycle.
Tickets “missing” from a Settlement were never approved. If a Ticket does not appear in a Settlement, check its approval first. Approve, then re-pull the Settlement.
Void-and-redo is the only correction path. You cannot edit an approved Settlement in place. To fix a rate or quantity, void the Settlement, correct the underlying Ticket, then re-settle.
