Carrier Payments
Carrier Payments manages settlements, carrier payment review, pay holds, and paid status.
Workflow
- Review delivered carrier payments.
- Confirm carrier pay, documents, and payment method.
- Resolve pay holds.
- Move eligible payments to Ready.
- Create settlement or payment batch as needed.
- Review ACH/Nacha details when using electronic payment files.
- Mark payments paid when completed.
Delivered tab
Use Delivered to review newly delivered carrier payments. Check proof of delivery, required documents, carrier payment setup, factoring instructions, and pay amounts.
Ready tab
Use Ready for payments that can be settled or paid. Confirm due date, payment method, remittance details, and hold status before payment action.
Pending tab
Use Pending for settlements or payment batches awaiting completion. Review pending items before releasing payment or marking payment complete.
Paid tab
Use Paid to confirm completed carrier payment history. Review payment date, amount, settlement, and batch details during reconciliation.
Common blockers
- Carrier payment method missing
- Factoring information incomplete
- Required documents missing
- Proof of delivery missing
- Payment is on hold
- Carrier is inactive or blocked
- Pay amount requires review
Pay hold details may appear inline or on hover in billing rows. Review the hold reason before moving a carrier payment forward.
Settlements and payment batches
Review settlement details before sending or marking payment complete. For ACH/Nacha workflows, confirm bank details, payment method, payment amount, payee, due date, and batch totals before releasing payment.
QuickBooks carrier bill or payment sync may run in the background. Review the QuickBooks sync status panel for active, failed, reconnect-required, or retryable syncs.
Due date edits
Some users may edit carrier due dates. Use this when the visible due date does not match the agreed payment timing or when your team has approved an exception.
Exports and reconciliation
Export settlement, payment, and batch details when reconciling carrier payments. Compare exported totals against carrier statements, payment files, and Accounts Payable aging before marking exceptions resolved.