📄️ Settings
Payloader can be tailored to your requirements. Use the settings menu to change global and user settings and manage billing periods.
📄️ Add Project
Before adding a transaction you will need to create at least one project.
📄️ Add Source
A source is a pick-up location and is linked to a project. Before adding a transaction you will need to create at least one pickup location (source).
📄️ Add Destination
Before adding a transaction you will need to create at least one delivery location (destination).
📄️ Add Sub-contractor
Before adding a transaction you will need to create at least one sub-contractor.
📄️ Add Vehicle
Before adding a transaction you will need to create at least one vehicle, vehicles are linked to sub-contractors.
📄️ Add Driver
Before adding a transaction you will need to create at least one driver, drivers are linked to sub-contractors.
📄️ Add Item
Before adding a transaction you will need to create at least one item.
📄️ Add Rate
Rates are optional, however are required for customer and supplier invoices (RCTIs).
📄️ Billing Periods
Before adding a transaction you will need to create at least one billing period. If you do not require billing periods, we suggest creating a placeholder period, for example 1111-11, and entering all transaction into this placeholder.