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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 this solves

The week-end billing cycle is where most haulers feel the headcount squeeze. Approved loads sit in one spreadsheet, approved timesheets in another, vendor splits in a third — then a person spends two days reconciling, calculating commissions, and producing PDFs to email out. Tread runs settlements and driver pay off the same approved data: customer invoices on the receivables side, driver and vendor statements on the payables side, with different rules running in parallel.

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Walkthrough

1

Open Settlements

Go to Billing → Settlements. Pick the period (week, biweekly, custom). Tread shows every approved load and timesheet in scope, grouped by customer and by vendor/driver.
2

Generate customer invoices

On the Receivables tab, select the customers to invoice. Tread builds an invoice per customer with line items, rates, add-ons, and fuel surcharge applied per the customer’s rate sheet. Preview the PDF before sending.
3

Generate driver and vendor statements

On the Payables tab, select drivers and vendors. Statements include per-load pay, per-hour pay, commissions on line items, and any deductions you’ve configured. Each statement is a downloadable PDF.
4

Review the totals

The header shows total receivables, total payables, and gross margin for the period. If something looks off, drill into a customer or driver to see the underlying loads and hours.
5

Export to accounting

Click Export. Pick your accounting system — QuickBooks, Sage 300, Vista, Foundation, or Spectrum. Invoices and bills land in your GL with the right cost codes attached.
6

Send and lock the period

Email invoices and statements direct from Tread, or download for your AR/AP team. Locking the period prevents downstream edits to approved loads — anything that comes in after locks creates an adjustment in the next cycle.

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Watch it

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Common pitfalls

Commission applies to line items, not invoice totals. A broker setting up driver commission on an invoice total will overpay — line items include only the rated portion of a load. Configure commission rules per rate, not per invoice.
Drivers must never see customer rates. When generating a driver statement, Tread shows pay rates only — never the customer-facing price. A producer once shared the wrong PDF template with their driver group and surfaced customer pricing across their fleet. Confirm Roles & Permissions before you turn driver self-service on.