> ## 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.
# Approve Tickets, Payables, Receivables & Settlements
> The full daily sequence from ticket approval through payable, receivable, and settlement creation.
This walkthrough chains the full daily sequence in one place: approve each [Ticket](/concepts/tickets-timesheets), approve the payable and receivable line items it generates, then create and send [Settlements](/concepts/settlements-driver-pay) to Customers, Vendors, and Drivers. Run the whole sequence, or jump to the section you're on.
## What you'll do
1. **Approve tickets (loads)** — verify ticket images and details, then approve each load.
2. **Approve payables and receivables** — review totals and approve line items for billing.
3. **Create and send receivable settlements** — bill Customers for the approved work.
4. **Create and send payable settlements** — pay Vendors and Drivers for the same work.
5. **Filter and manage settlements** — track what's pending, approved, or paid.
## Approve tickets (loads)
Start in the Loads view, which shows every Ticket across all Orders for the selected day.
Go to the **Approvals** tab in the main navigation, then select **Approve Jobs**.
In the top-right corner, click the **Jobs / Loads** toggle and select **Loads**. This shows every load under every Order for the selected date.
Work through the loads one by one:
1. Click a load to open the load drawer.
2. If a Ticket image is attached, review it for accuracy. Use the rotate control if it needs to be rotated.
3. Correct any Ticket details so the invoice will be accurate, then click **Save**.
4. Click **Approve & Next** to approve the current load and move to the next one.
Repeat until every load for the day is reviewed and approved. See [Approving Loads & Tickets](/workflow/approvals/loads) for the load-by-load reference, or [Approving Jobs](/workflow/approvals/jobs) if you approve at the job level instead.
## Approve payables and receivables
Once loads are approved, approve the payable and receivable line items for each truck's work so settlements can be created.
Click the **Jobs / Loads** toggle and select **Jobs**.
Open **Filters** and check **Approved** under Load Approval Status, then confirm you're viewing the correct date. This narrows the list to jobs whose loads are approved and ready for payable/receivable approval.
Focus on the **Receivables** and **Payables** columns — approve these to move settlement creation forward. The **Job Approval** column on the right approves the entire truck assignment and every Ticket/load beneath it; you don't need it to proceed with payables and receivables.
Review the totals for each line item. If everything looks correct, click the checkmark to approve both the Receivables and Payables columns for each row. See [Approve Payables & Receivables](/workflows/billing/approve-payables-and-receivables) for how to edit rates or add-ons before approving.
## Create and send receivable settlements
Receivable settlements bill Customers for approved work.
Approve every relevant invoice first. Settlement creation fails over unapproved line items.
Click the **Receivables** tab, then filter by **Approved** status. Confirm the date — the Invoices tab filters by the date of the hauling, not the settlement creation date.
Choose one:
* **Manual** — check the specific invoices to include, then click **Create settlement** in the floating action bar.
* **Bulk** — click **Bulk Create Settlement**, then set a **Date Range**, optionally a specific Customer under **Specific customers**, and **Itemize settlement by: Load** to output every load and ticket number.
Click **Confirm** to generate.
Open the **Settlements** tab and expand the new settlement to check equipment type, ticket numbers, and rate values. Click **Add an Add-On** for any additional charges, or **Remove** to undo one added by mistake.
Need to change a rate or quantity after the fact? Follow [Redo an Approved Settlement](/workflows/billing/redo-a-approved-settlement) — approved settlements can't be edited directly.
1. Click **Approve** on the settlement.
2. Click **Email** to send the invoice to the Customer.
3. Click **Send** to confirm delivery.
4. Verify the email status in the status indicator and the details section below.
## Create and send payable settlements
Payable settlements pay Vendors and Drivers for the same approved work. The process mirrors receivables.
Go to the **Payables** tab and confirm the date.
Click **Bulk Create Settlement** and set:
* **Date Range** — the relevant date.
* **Create settlements for** — [Vendor](/concepts/dispatching-drivers-vendors) (sub-haulers, O\&Os) or Driver.
* **Specific vendors/drivers** — one recipient, or leave blank to settle everyone eligible.
* **Itemize settlement by** — **Load**, then click **Confirm**.
1. Open the new settlement from the **Settlements** tab.
2. Review all details for accuracy.
3. Click **Approve**, then **Email** to send it to the Vendor or Driver.
If the email field doesn't auto-populate when you click **Email**, no email address is on file for that Vendor or Driver. Add one to their profile before you can send the settlement.
## Filter and manage settlements
In the Settlements tab, filter by **Pending**, **Approved**, **Done (Paid)**, or **Void** to track where every settlement stands. On the Invoices tab (before a settlement exists), filter by **Unapproved**, **Approved**, or **In Settlement** instead.
## Quick reference checklist
* [ ] Approvals → Approve Jobs → Loads: review each Ticket image and detail, then **Approve & Next**
* [ ] Approve Jobs → Jobs, filter by **Approved** loads
* [ ] Approve the Receivables and Payables columns for every job
* [ ] Receivables → Approved → **Create settlement** (Itemize by Load)
* [ ] Review the settlement, add any add-ons, then **Approve** and **Email**
* [ ] Payables → Approved → **Bulk Create Settlement** (Itemize by Load)
* [ ] Review, **Approve**, and **Email** payable settlements
* [ ] Confirm email delivery status for every settlement sent
## Watch the full walkthrough
## Related
* [Approving Loads & Tickets](/workflow/approvals/loads) — load-by-load approval reference
* [Approving Jobs](/workflow/approvals/jobs) — job-level approval reference
* [Approve Payables & Receivables](/workflows/billing/approve-payables-and-receivables) — editing rates and add-ons before approval
* [Create & Send Settlements](/workflows/billing/create-and-send-settlements) — the detailed settlement reference
* [Redo an Approved Settlement](/workflows/billing/redo-a-approved-settlement) — voiding and correcting a settlement
* [Settlements & Driver Pay](/concepts/settlements-driver-pay) — how Settlements work