Scheduled Payments let you automatically apply recurring deductions or additional pay to a driver's statement every settlement period, without adding them manually each time.

Where: HR Management > Drivers > open a driver > Accounting tab > Scheduled Payments

Two Types of Scheduled Payments

Scheduled Deductions: recurring amounts taken out of the driver's pay (e.g., insurance, loan installments, escrow)

Scheduled Other Pay: recurring amounts added to the driver's pay (e.g., per diem, recurring bonus)

How to Create a Scheduled Payment

1. Open the driver's profile and click the Accounting tab

2. Click Scheduled Payments

3. Under the relevant section (Deductions or Other Pay), click Create

4. Fill in the details:

• Payment Type: select Deduction or Other Pay

• Deduction Type: select the category (e.g., Insurance)

• Amount: enter the recurring amount

• Charge Type: Fixed/Gross/Per Mile

• Frequency: how often it applies (e.g., Every week)

• Start On: the date the schedule begins

• Repeat Option: choose one of the following:

  • Always: applies every settlement until manually removed

  • Times: applies a set number of times then stops automatically

  • Until Date:  applies until a specific end date

  • Max Amount: applies until a total cumulative amount has been reached

5. Add any relevant notes in the Notes field

6. Click Save

The scheduled payment will apply automatically to every salary batch that includes this driver from the start date forward.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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