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Pay the carrier

Approve what you owe each carrier, schedule it, and mark it paid when the money goes out.

For brokers, company admins and dispatchers with the Accounting module. Marking paid records the payment; it does not move money by itself. The screenshots use sample carriers.

Steps

Each picture has a red box around what to click. Words in bold are the names you will see on the screen.

  1. Step 1: Open Accounting

    In the left menu, click Money, then Accounting.

    The left menu with the Money group opened and the Accounting choice circled in red.

    You should see: Accounting opens with a row of tabs across the top.

  2. Step 2: Click the Carrier pay tab

    Click Carrier pay. It lists what you owe each carrier, one line per load.

    The Accounting page with the Carrier pay tab circled in red and a list of carrier pay lines below.

    You should see: Each line has a number, the carrier, the load, a status, the amount and the due date.

  3. Step 3: Find what is due

    Use the Status box to show only the lines you want, such as those waiting for review or already approved.

    The Status drop-down above the carrier pay list, circled in red.

  4. Step 4: Approve it

    On a line that says “Pending review”, click Approve once the carrier’s invoice matches your rate con.

    A carrier pay line waiting for review with its Approve button circled in red.

    You should see: The line changes to Approved and gets three new buttons: Schedule, Mark paid and Void.

  5. Step 5: See the new buttons

    An approved line is ready. Click Schedule to set when it will be paid, or go straight to Mark paid.

    An approved carrier pay line circled in red, with the Schedule, Mark paid and Void buttons.

  6. Step 6: Pick Schedule or Mark paid

    Schedule lines it up to be paid. Mark paid records that the money has gone out. Void cancels the line.

    An approved line with the Schedule and Mark paid buttons circled in red.

  7. Step 7: Mark it paid

    In the window, choose the Payment method (ACH, Wire or Check) and the quick-pay tier if one applies, then click Mark paid.

    The Mark paid window showing the carrier, the net amount, a Payment method list and a Quick-pay tier list, and the yellow Mark paid button.
    We did not press Mark paid here, to keep the sample data as it was.

    You should see: The line moves to Paid. A carrier that has a factoring company is paid to the factor.

If something goes wrong

There is no Approve button on a line.
Only a line that is Pending review can be approved. Approved lines show Schedule and Mark paid instead.
I marked the wrong line paid.
Ask an admin to check the Audit tab in Accounting. It records who did what and when.
The carrier pay line is missing.
Make sure the Status box says All, then click Refresh.

Still stuck? Open Help & Support in the left menu of the app and send us a message.

What next

These guides usually come next:

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