If you're a broker or a hybrid who pays carriers for delivered, released, or invoiced trips then Carrier Settlements is where you handle statements in bulk. The benefit is you can view all your unpaid trips across carriers all in one place, review documents and generate statements that sync to your accounting system.

1. Check your external accounting (if applicable). If you sync payment data with QuickBooks Online, Quickbooks Desktop Business Central, or NetSuite:

2. Verify you have trips to settle. Navigate to the carrier settlements module in accounting to view any unpaid carriers. By clicking on a carrier you should see unpaid trips in the open tab.

3. Test out generating a statement. Select a carrier with an unpaid trip and walk through the process below to generate a statement, then verify things synced over to your accounting system correctly. You'll know things are working correctly when:

Go to Accounting > Carrier Settlements to view carrier payables. Here's a breakdown of the main tabs:

From the carrier view you can view all trips and settlements related to a specific carrier. This allows you to easily review open trips and approve them to a draft statement.

Any transactions or trips you've approved will land in drafts. This allows you to keep track of trips that are ready to be paid. You can also use internal notes on the trip to make sure you're tracking reasons why things are disputed - that way you can unapprove any trips with issues.

Once you're ready to create a statement just click generate, set the remittance date and select a carrier email to share with if needed. This will kick off the process to sync your statement with your accounting system (if enabled).

These dates are used to reflect when the carrier will be paid or a "term date". To change the date defaults, update the payment terms on the carrier's profile. You can also set a custom remittance date while generating a statement.

Please follow these steps to manually update a carrier settlement statement:

Carrier Settlements access is enabled or disabled per user from the Billing column in the user's profile.

For brokered trips already on a carrier settlement statement, open the trip's Load Detail Page and look for the Carrier Settlement panel. It shows the statement's status, statement number, payment provider, date, Total / Paid / Remaining, the full list of Trips on this Statement (current trip highlighted), and the Payments ledger — all inline. Click the statement number to jump straight to that statement in Carrier Settlements.

💡 Once a trip is added to a statement, the old per-trip Payments table and Add Carrier Payments option are hidden, since payment is now managed at the statement level. The Carrier Invoice # still displays on the Load Detail Page.

When a carrier settlement statement is generated, trip statuses update automatically:

A trip in Delivered or Released status moves to Invoiced when a statement is generated. It moves to Completed once the statement is marked paid. This only applies when every transaction on the trip is included in the statement.

Option 1: Turn on carrier Settlements which integrates with QuickBooks, Business Central, and NetSuite through your existing accounting integration settings. When both Carrier Settlements and Generate Carrier Invoice Separately are enabled, the Carrier Settlements setting takes precedence.

[Legacy] Option 2: "Generate Carrier Invoice Separately" is a legacy option that will create a bill in your accounting system when a carrier invoice is uploaded to the trip. When using this option, to allow payment sync from your accounting system to Alvys make sure to disable the other Carrier Settlements setting. This changes the sync direction so that payments recorded in your accounting system flow back into Alvys.

Screenshot of the Accounting Integration settings

Q: Can I use Carrier Settlements if Generate Carrier Invoice Separately is also enabled?

A: Yes, but the Carrier Settlements setting takes precedence. When both settings are active, carrier settlement statements are used rather than separate carrier invoices.

Q: Why do payments I record in my accounting system not appear in Alvys?

A: When Carrier Settlements is enabled, payment data does not sync from your accounting system back to Alvys. To record a payment in Alvys, go to Accounting > Carrier Settlements > Statements, find the statement, and click Mark as Paid. Alternatively, disable the Carrier Settlements setting to allow payment sync from your accounting system to Alvys.

Q: Which roles can revert a carrier settlement statement?

A: Only users with the Admin role and the "RevertCarrierStatement" permission can revert a carrier settlement statement. Biller users cannot revert statements.

Q: What happens to a payable item in Disputed status?

A: Disputed items are flagged for review and are not included in the next statement generation until resolved. They remain visible in Super Settle View and can be approved or left in Disputed status.

Q: What does it mean when a statement shows a Failed status?

A: A Failed status means an error occurred during statement processing. Contact Alvys support with the statement details so the team can investigate the cause and help you regenerate it.

Q: How do carrier statements work?

A: Carrier settlement statements consolidate one or more approved payable items into a single payment record for a carrier. Statements can be downloaded as PDFs or emailed directly to the carrier.

Q: What does the status column track on the statements tab?

A: Statement statuses track a statement from creation to payment: Queued (processing) → Processed (generation complete) → Paid (marked as paid) — or Failed if an error occurred.