Recurring charges let you automatically apply a deduction or other pay to a driver, dispatcher, vendor, or truck on a set schedule, every week, biweekly, monthly, or per settlement, without adding them manually each time.

The same method applies across all four: Driver, Dispatcher, Vendor, and Truck profiles.

Where:

• HR Management > Drivers > open a driver > Accounting tab > Scheduled Payments
• HR Management > Users > open a dispatcher > Accounting tab > Scheduled Payments
• Customer Management > Vendors > open a vendor > Accounting tab > Weekly Charges

• Fleet Management > Trucks > open a truck > Accounting tab > Weekly Charges

How to Create a Recurring Charge

1. Open the relevant profile (Driver, Dispatcher, Vendor, or Truck)

2. Click the Accounting tab

3. Go to Balances

4. Click on Transactions
   
   
    

5. Select the tab at the top:

   • Recurrent: for automatic recurring charges > Add transaction
     
     
      

6. Fill in the details:

   • Amount: the charge amount

   • Status: Active or Inactive

   • Start On: the date the recurring charge begins

   • Schedule: how often it applies:

     • Every Day

     • Every Week

     • Biweekly

     • Monthly

     • Per Settlement

   • Repeat Option: Always, Times, Until Date, or Max Amount (depending on when it should stop)

   • Note: optional internal note

   • Automatic Charge:check this box to have it apply automatically without manual confirmation each period

7. Click Submit.

Tips

• Set Automatic Charge to on so the charge applies to every batch without needing manual confirmation

• Use Per Settlement frequency when the charge should apply once per salary batch rather than on a fixed calendar schedule

• To pause a recurring charge without deleting it, set its Status to Inactive and reactivate it when needed

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

​