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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 with access to the platform.

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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, email, phone number.
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 off only if you don’t want them to confirm tickets and view invoices in their own portal. It is on by default.

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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.