Create a driver settlement
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Aggregate completed-job driver pay for a date range.
Where to goAdmin Area → Courier & Logistics → Finance → Settlements → Create
What this guide helps you do
Aggregate completed-job driver pay for a date range. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Select the driver.
- Enter From and To dates.
- Create the settlement.
- Go to the settlement and compare included completed jobs and amounts.
- Keep it draft until reviewed.
Fields and options
Date rangeUsed to select completed jobs for the driver.
Initial statusdraft.
Lifecycledraft, approved, paid or cancelled.
Rules and limits
- Use valid dates and the intended inclusive operational period.
- Do not include non-completed work by manual manipulation.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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