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Settle a taxi driver at the end of the week

Preview a driver's week, save the settlement and record who paid whom.

For
OwnerFleet manager
Hosting
Any hosting
Devices
Web browser
Business
Taxi and livery

Checked against Pop Dispatch 0.1.0

Situation #

The week is over. The driver has taken cash and card fares, and you owe or are owed a balance.

What keeps working #

  • Trips, shifts and receipts carry on as before. A settlement only reads finished trips.

Steps in order #

  1. Open Taxi, then Driver settlement.
  2. Check the driver's commission and day fee are set (see driver-settlement).
  3. Choose the driver and the dates, then preview.
  4. Read the figures: fares by payment type, tips, commission, day fees and the net.
  5. Check the net against the cash the driver hands over. A positive net means you pay the driver. A negative net means the driver pays you.
  6. Save the settlement. It gets a number, and its trips are settled.
  7. Exchange the money, then mark the settlement paid with the date.

How to confirm it worked #

The settlement appears in the list with its number and a paid date. A new preview for the same dates shows no trips left to settle.

Afterwards #

Repeat for each driver. Keep the settlement numbers with your cash book.