Create Settlement

Create a settlement shell without creating invoice, AR, payment, payroll, cash, tax, ACH, card payout, or bank transaction records.

Settlements

Settlement DetailSection

Settlement ItemsSection

Financial SummarySection

Customer BillableSection

Contractor PayableSection

RetainageSection

Deductions / ChargebacksSection

MarginSection

ReadinessSection

Invoice ReadinessSection

Payable ReadinessSection

Holds & DisputesSection

TimelineSection

AuditSection

Future InvoiceSection

Future Payment / PayrollSection

Backend validation enforces tenant scope, approved settlement types, settlement number uniqueness, and event/audit/system_action behavior.

Settlement TypeCustomer OrganizationCapacity ProviderProjectWork Order IDSettlement Period StartSettlement Period EndInvoice CyclePay Cycle