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Documentation Index

Fetch the complete documentation index at: https://docs.tread.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What you’ll do

Add every company you invoice. Default to the Connected Customer model so they can confirm tickets directly.

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Before you start

  • An export of customers from your accounting system: name, billing address, email, payment terms.
  • Decide which customers will use a Connected Customer login (a customer-side Tread account that lets them view tickets and approve invoices).
  • A dummy email is fine for customers who won’t log in — Tread won’t send invites until you turn them on.

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Walkthrough

1

Open Settings → Customers

Click Add Customer.
2

Enter company details

Fill in legal name, billing address, billing email, and payment terms. The address prints on PDF invoices.
3

Add the primary contact

Enter the AP contact’s name and email. Use a dummy email if no real contact exists yet.
4

Set the Ext. ID

Paste the customer ID from QuickBooks, Sage, Vista, Foundation, or Spectrum so invoices export back cleanly. See Integrations.
5

Decide on Connected Customer access

Toggle Connected Customer on if you want them to confirm tickets and view invoices in their own portal. Leave off for now if you’ll roll it out later.

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Verify

Settings → Customers lists every account. Spot-check a row: the Ext. ID matches your accounting export. See Connected Ecosystem for how customers, your company, vendors, and drivers connect.

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Common mistakes

Skipping the billing address. PDF invoices use the address on the customer record. A blank field prints a blank line. Fix it before the first billing run, not after.