Overview

Open Settlements (/settlements) to calculate and approve charges for a service month, then generate customer invoices and carrier settlements.

The dashboard shows total receivables, total payables, net position, and pending charges. Tabs separate the counterparty summary, all charges, receivables, and payables.

Current workflow

1. Select the service month.
2. Choose Generate Charges to apply eligible rate cards to transactions in the period.
3. Review charge direction, counterparty, quantity, rate, amount, and status.
4. Select pending charges and choose Approve Selected.
5. Choose Generate Invoices. Only approved charges that are not already invoiced are eligible.
6. Open Invoices to review, approve, send, or sync the result to QuickBooks when connected.

Charge quantity comes from each rate card’s configured GOV, GSV, or NSV basis. If the selected volume is missing, generation skips the charge with a warning rather than substituting a different volume.

See Settlement Runs, Invoices, and Rate Cards.