Tractor Settlements

Hammad Rahman

Created Dec 24, 2022

Tractor Settlements

12
    b

Loadops

13 Steps
1

Go to Loadops by Optym

2

Click on FINANCE

Click on FINANCE
3

Select Settlements from the list

Select Settlements from the list
4

Click on Type

Click on Type
5

Select tractor from the drop-down

Select tractor from the drop-down
6

Click on the tractor name

Click on the tractor name
7

Check the Trip ID for which the settlement to be created (Note: You can select multiple Trip ID)

Check the Trip ID for which the settlement to be created (Note: You can select multiple Trip ID)
8

Click on Create Settlement

Click on Create Settlement
9

Enter the start and end date

Enter the start and end date
10

Click on Create

Click on Create
11

The tractor settlement is under in-review, from the three dotted vertical line you can download, preview, email, and delete the invoice for the ongoing tractor settlement

The tractor settlement is under in-review, from the three dotted vertical line you can download, preview, email, and delete the invoice for the ongoing tractor settlement
12

If you would like to remove the Trip ID you can click the three dotted line and select remove

If you would like to remove the Trip ID you can click the three dotted line and select remove
13

Once the tractor/driver is paid you can finalize and close the settlement

Once the tractor/driver is paid you can finalize and close the settlement
Well done!
Create how-to guides like this in a snap. Get Tango now.