Invoices in Tread are generated from the rates and add-ons set at the project and order level. Before creating invoices, make sure all rates are correctly configured on the project so they flow through accurately to each job.
A payables or receivables invoice can only be generated once a job has been completed and all loads underneath it have been delivered.
Accessing Invoices
You can access both payables and receivables from two places:
The Dispatch page, by clicking into a specific order or job, select Payables tab
The Approvals page, under the Payables or Receivables tabs
Payables
Payables are what you owe to your vendors and internal drivers.
Navigate to the Payables view for the job you want to review.
The top-level view shows a summary of totals including the base rate, add-ons, loads completed, ticket quantity, and time (if hourly).
Click into a row to see the full line-item breakdown for that payable statement, including each load, ticket quantities, materials, and how they calculate against the configured rate.
Editing a payable:
Adjust quantities on any line item. Note that changes here will reflect back at the ticket level.
Modify add-ons — for example, changing a deduction from 15% to 20%.
Add new add-ons (e.g., an installation fee). Make sure to enter a quantity value, otherwise it will calculate as zero.
Remove any add-ons that no longer apply.
If the rate set on the order was incorrect, click Edit to apply a different rate type (e.g., switching from per ton to per load). The invoice totals will recalculate automatically.
Once everything looks correct, click Approve from the dropdown on the right side or from within the invoice itself.
Receivables
Receivables are what you bill to your customer.
Navigate to the Receivables view for the same job.
The top-level view shows totals including customer rates, material rates, taxes, and add-ons.
Click into a row to see the full per-line-item breakdown of all charges being billed to your customer, including:
Freight rate — shown by load number (e.g., $15/ton customer rate)
Material rate — the sell price set on the order (e.g., $10/ton)
Add-ons — automated charges such as fuel surcharges and dump fees
Sales tax — calculated automatically based on what was configured at the order level (freight, materials, and/or add-ons)
The final total reflects all of the above combined. As with payables, any values and rates can be adjusted before approving.
Once everything looks correct, click Approve.
Faster Approval Workflow
If your billing team is approving loads, jobs, payables, and receivables all at once, the fastest approach is:
Go to Approvals → Approve Jobs and filter to the order or job you need.
Use the quick-approve checkmarks on each row to approve receivables, payables, and jobs in rapid succession without opening each one individually.
You can also unapprove directly from this view if anything needs to be revised.
Important: Approved Invoices Are Locked
Once a payables or receivables invoice has been approved, any subsequent changes made to tickets or orders will not automatically update the invoice.
To make changes after approval:
Unapprove the invoice.
Make the necessary changes to the tickets or order.
Re-approve the invoice.
Let us show you how:
Questions? We're here to help! Contact us anytime at 1 (888) 558-7323 or email us at support@tread.io