How to Use Settlement Settings in CarrierOS AI
Settlement Settings control how driver statements are prepared and how driver pay defaults behave. The guide below explains the settlement settings in CarrierOS AI workflow and what to verify before moving on.
Driver settlements are sensitive. The settings should match the company pay policy before statements are created or reviewed.
Settlement settings in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Pay defaults | Defines default driver pay behavior where available. |
| Statement periods | Controls how settlement date ranges are handled. |
| Deductions and reimbursements | Supports recurring or driver-specific settlement items when configured. |
| PDF and email settings | Affects statement output and delivery behavior where supported. |
How to use this page
- Review company driver pay policy first.
- Set period and pay defaults to match that policy.
- Confirm deductions and reimbursements before using statements.
- Create a test statement and verify totals before relying on live payroll.
Helpful tips
- Do not change settlement settings mid-period without checking impact.
- Keep driver-specific charges in the driver profile.
- Review statements before approval or payment.
