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      Driver Settlement

      Whether you're using Driver Bills or Driver Settlement Beta, use this complete guide to learn how to use driver settlement, and create settlement bills for your drivers from the new Settlement page.

      Table of Contents

      1. Moving from Driver Bills to Driver Settlement - Video Overview
      2. Moving from Driver Settlement (beta) to Driver Settlement - Video Overview
      3. How to use Driver Settlement - Step-by-step instructions

      Moving from Driver Bills to Driver Settlement

      As part of our efforts to improve the experience of paying drivers on Rose Rocket, we will be sunsetting the old Driver Bills page and replacing it with the new Driver Settlement. 

      This update will take effect on Tuesday, August 8th. To help ease the transition from Driver Bills to Driver Settlement, we've created video and instructional guide to get you familiar with the new process. 

      Video Overview:

      Moving from Driver Settlement (Beta) to Driver Settlement

      If you are currently using Driver Settlement Beta, we have made quite a few improvements since this was first released. Follow along to the video or step-by-step instructions below to see the new page in action.

      Video Overview:

       

      Step-by-Step Instructions

      Here's how you can navigate the new Driver Settlement page and create statements for your drivers.

      Navigation

      Go to the Invoices & Bills module, and click on the Driver Settlement page.

      Click on the Driver Settlement page.

      New! Driver Settlement page is organized by two tabs - Outstanding and Bills.


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      Outstanding tab:

      This tab shows all items that have not been added to a settlement bill yet, broken down by completed manifests, fuel, and recurring items.

      Outstanding items are organized with views.

      Bills tab:

      This tab shows all bills that have been created, broken down by In Review, Approved, or Paid status.

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      Creating a Settlement bill

      1. Select your driver from the dropdown list.

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      2. Use the checkbox to select your items from each view.

      Rose Rocket will save your selection as you move through the Manifests, Fuel, and Recurring views.

      Use the checkbox to select your items from each view.

      3. Once you've selected all your items, click on 'Create bill'.

      Once you've selected all your items, click on 'Create bill'.

      4. Add items to an existing bill, or create a new one.

      To add your items to an existing bill, select it from the list.

      You can choose to add items to an existing report, or create a new one.

      5. Click on the 'Add to report' button to save.

      Click on the 'Add to report' button to save.

      6. A new settlement bill will be created in an 'In Review' status.

      A new settlement report will be created in an 'In Review' status.

      7. Add recurring or miscellaneous items to your driver's statement. 

      • Recurring items: In the 'Adjustments & Recurring Payments' section, click the 'Recalculate' button. The recurring items saved on the driver profile will automatically be added to the bill. 
      • Miscellaneous items: Line items can also be added manually using the "Add line item" button. 
      Add recurring items to your driver's statement using the 'Recalculate' button.

      8. Review the bill total and leave any notes.

      Review the updated total and leave any notes.

      9. Approve the bill. 

      Once your bill has been reviewed, it can be approved using the 'Approve & send' button.

      • Approve & send: This is great if you want to send the bill directly to your driver's email or Driver Mobile App.
      • Approve: Use this if you want to mark the bill as Approved in Rose Rocket, but not notify your driver. 
      Once your statement is good to go, Click on the 'Approve & send' button.

      The bill status will update to 'Approved'.

      Once the statement is approved, the status will update.

      10. Send the pay statement to your driver (optional).

      After you click 'Approve & send' in the bill details, you can send the statement directly to your driver's email. 

      You can send the pay statement directly to your driver's email, or record it in the TMS and not notify your driver.

      11. The new bill can be found in the Bills tab.

      The Bills tab is where all settlement bills live.

      The new statement can be found in the Bills tab.

      12. Mark a bill as paid.

      Select your bills(s) from the list and select the 'Mark as Paid' button.

      Once the bill has been paid, you can mark it in Rose Rocket using the 'Mark as Paid' button.

      Once payment is recorded, the bill status will update to 'Paid'.

      Once payment is recorded, the bill status will update to 'Paid'.