How to Identify if a GVL client is Settlement vs. Voucher

Navigate to Client Maintenance
Under Client Tasks (left-hand menu), select:
- Add/Edit Clients
In the Client dropdown field:
- Begin typing the client’s name
- Select the correct client from the list
Locate the "Freight Pay Client" radio button

You can also use payment history as a supporting indicator:

If check numbers populate on paid records, the client is typically:
- ✅ Settlement

⚠️ Some clients do not follow the standard pattern.

The following clients may display check numbers but are NOT settlement:

✅ Always rely on the Freight Pay Client setting as the source of truth

✅ Use payment records only as a secondary confirmation

✅ Be aware of known exceptions when reviewing payment history

✅ When unsure, escalate or confirm with Finance/Accounting

If you’re unsure about a client’s setup:

This guide explains how to determine whether a client is set up as a Settlement or Voucher client within the GVL system. Understanding this distinction is important for payment handling, troubleshooting client inquiries , and ensuring correct financial workflows.