Truckbase Product Update - 11.03.2026

Supplementary & standalone invoices, credit memos, customer statements

Per Day and Per Diem Night pay, and clearer settlement totals

Record locking for invoices, orders, and expenses

Enhanced carrier vetting integrations (RMIS & MCP)

Enhanced reporting pipelines

Send dispatches and invoices in bulk (early access)

Custom warning rules, email alerts, and admin overrides (early access)

Exchange rates for USD/CAD fleets (early access)

Bill the agreed linehaul now, and the extras later. Invoice the linehaul as soon as the load delivers, then bill pilots, detention, or other disputed charges on their own supplementary invoice, so they never hold up your initial payment

Supplementary invoices are numbered after the order (e.g. 1042-S1) and count toward the order's revenue and margin

Standalone invoices bill a customer for something that isn't tied to an order or project, and are reported as Standalone / Other Revenue

Supplementary invoices are listed read-only on the order page, so you can see every charge on the load in one place

Need to issue a credit? Save an invoice with a negative total and it becomes a Credit Memo, on an order, on a project, or on its own

Credit memos have their own numbers, print as Credit Memo with a Total Credit, and sync to QuickBooks Online as credit memos, not negative invoices

They reduce order and project revenue and the customer's balance

The orders table and order footer now show Total revenue: the primary invoice plus any supplementary invoices, minus credit memos

Order margin uses Total revenue everywhere, including the Orders CSV export

Generate a PDF statement of every unpaid and partially paid invoice for a customer, oldest first, with the total balance due

Credit memos reduce the statement total

Find it on the customer's profile, under ⋯ > Generate Statement

Create Invoice and Edit Invoice now show the Invoice Date, so you can see it and change it

Pick Invoice creation date, Order pickup date, Order delivery date, or Custom to enter any date

The field shows which setting chose the default date, and nothing changes unless you change it

The Due Date recalculates from the customer's payment terms, and both dates sync to QuickBooks Online

Changing an order's division keeps its quantities, units, rates, and amounts. Nothing is re-rated

Link equivalent services across divisions into Service Groups, and Truckbase swaps them automatically when an order changes division

If a service has no match in the new division, only that line is cleared, and the order can't be invoiced until you pick one

Admins set up Service Groups under Invoices > Services > Cross-Division Mapping. The tab appears for companies with two or more active divisions

Add a Description to each order rate item, and show it on the invoice line, the Truckbase invoice PDF, and the QuickBooks Online invoice. Turn it on under Settings > Invoicing, Factoring, & Fuel > Enable order rate descriptions.

Changing the service on a rate line now keeps the quantity you entered, unless the new unit calculates it automatically

Set each built-in warning to Do Nothing, Show Warning, Block Invoicing, or Block Saving, with Restore Defaults at any time

When several hard blocks apply, they appear together in one pop-up

Build your own rules from order and trip fields, combined with AND/OR, and choose how critical each one is and what it blocks

Compare one field to another: for example, flag a load when trip costs exceed order revenue by a set percentage, when order tags don't match the driver's or truck's tags, or when a customer's credit utilization exceeds their credit limit

Email select teammates when a warning fires (e.g., configure a rule to email management if an order's margin goes negative).

Admins can Clear a hard block on a single record to let it proceed. The clear is recorded in the activity log and can be undone

Per Day counts the calendar days a trip touches. It's mainly used for customer billing

Per Diem Night counts the unique nights a driver is away during a settlement period. It's mainly used for driver pay

A night counts when a trip runs past midnight in your company's time zone, and each night counts only once per settlement, even when trips overlap

Review the nights in the settlement builder, and check or uncheck individual nights. Nights outside the settlement period are flagged

Add the Per Diem Nights column to your settlements tables. It's also in the Settlement CSV next to mileage

The settlement builder now breaks out Gross wages, Reimbursement, Deductions, Other pay, and Total pay, with a basic summary or a detailed view

The same totals appear as columns on the settlements tables

New Per loaded mile and Per empty mile pay units let you pay a loaded-mile bonus or a lower empty-mile rate, alone or alongside your existing per mile rate

Set Billable Hours and Payable Hours separately on a trip. Payable hours drive driver pay, and billable hours drive hourly customer billing

Time Tracking now lives in the Financials section of the sidebar, next to Invoices and Settlements

Invoice locking: protect an invoice from changes once it's final, while payment status stays up to date

Order locking: make an order read-only as soon as its invoice is created

Expense locking: lock expenses one at a time, or automatically when the order's invoice is locked

Lock records individually, or automatically based on whether an item has been invoiced or synced through the API

Optionally manage locking only through your integration, so locks can't be changed by hand

Anyone who opens a locked record sees why it's locked

Set a base currency (USD or CAD) and monthly exchange rates

See converted amounts across load-level profitability, bills, expenses, invoices, and settlements

Settle drivers and owner operators in their own currency

Select trips and send dispatch texts and emails to drivers and carriers in one step

Each driver is dispatched by text or email, based on their communication preferences

Review which trips will be sent before you confirm, then see the result for each one

Every send is recorded in the trip's dispatch history

Select delivered orders and create all of their invoices at once

Email invoices to your customers in bulk

The Main Dashboard and reporting pipelines will be updated automatically

Custom report templates fully align with the dashboards, so you can use a standard report as a starting point and build off it in custom reporting

A single Carrier Vetting status shows on the carrier profile, the carriers table, and the carrier dropdown when building an order

Insurance shows every coverage the carrier holds, with status, limits, and expiration

New Authority and Safety History sections show operating status, safety rating, time with authority, and inspection results

Automatically set Do Not Use from the carrier's vetting status, and optionally default new unvetted carriers to Do Not Use

Delete a bill, or change its vendor, as long as it isn't paid, locked, or on a settlement. Changes sync to QuickBooks Online

Save a bill with just a vendor and no amounts yet

Select bills to export CSV or PDF, update status, sync to QuickBooks, void, or delete in bulk

Import and export bills by CSV from the ⋯ menu next to New bill

The All Filters list is now searchable on every table

Driver, truck, and trailer filters on Dispatch and Orders show active records by default, with an option to include inactive ones

Choose whether the calendar week and the load-building date picker start on Sunday or Monday

The order overlay's Trips module now shows each trip's truck and driver

Filter the Notifications page by user type and refresh it in place