# Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More

Version 0.30.0, released 2025-11-21. Source: https://vektortms.com/releases/built-for-scale-quickbooks-batch-ops-credit-management-flexible-settlements

> Every operation is different. This release focuses on flexibility - giving you tools to handle edge cases, automate repetitive tasks, and maintain control as you scale. From batch QuickBooks operations to custom field filtering and manual settlement creation, Vektor now adapts to how you work, not the other way around.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/f73203ec-9f19-4b25-b1a4-5350cee2e9db.webp)

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### Financial Management

**QuickBooks Batch Creation**  
Push multiple invoices and bills to QuickBooks in one action. Auto-create or link customers at scale directly from the batch creation screen - no more one-by-one entry.

[Watch the walkthrough](https://youtube.com/watch?v=xKDLAp4-e9o)

**QuickBooks Payment Sync**  
When payments are recorded in QuickBooks, Vektor automatically updates invoice status to paid or partially paid. Reconciliation just got simpler.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/78e22222-d2ba-4df1-9b2e-2bc5caea0a08.webp)

**Credit Limit Controls**  
View each customer's open balance at a glance. New orders are blocked when credit limits would be exceeded, keeping your AR healthy and controllable.

![TMS credit limit dashboard showing customer balances and exceeded limit warning for freight broker accounts receivable management](https://storage.googleapis.com/vektor-public-storage/changelog/9fc75358-5dd6-4c46-9f04-3a66eae9c528.webp "TMS credit limit dashboard showing customer balances and exceeded limit warning for freight broker accounts receivable management")

**Custom PDF Invoice Attachments**  
Attach a custom PDF to all invoices - payment instructions, advertising sheets, or general terms. Set it once at the [company invoicing](https://staging.vektortms.com/settings/invoicing) preset and forget it.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/33882588-e16a-41a4-a6bd-7f6fb3b4cae3.webp)

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### Operational Flexibility

**Manual Settlement Creation**  
Bypass automation when needed. Create settlements with any truck-driver combination - perfect for drivers who switched equipment multiple times in a week.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/51cfba40-48a5-4341-a270-2ac3fee65e48.webp)

**Pay per Extra Order Stop**  
New revenue type option: pay drivers only for billable (order) stops, excluding deroute stops or trailer moves. More granular control over driver compensation.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/95654cb6-6e5b-408c-9fad-97089f6151c0.webp)

**Editable Driver IDs**  
Assign and edit unique Driver IDs to distinguish between drivers with similar names. IDs now display across driver pages for better accuracy.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/416dbb77-d91a-4865-bd37-dd7bd2475113.webp)

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### Organization & Customization

**Custom Field Filtering, Sorting & Export**  
Custom fields are now fully integrated: add them to table views, filter by them in databases, sort columns, and include them in exports. Your internal organization, your way.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/15052bff-dadd-4afb-90a7-050540f7e1ba.webp)

**Updated Team Management UI**  
Assign and unassign assets, drivers, and users to internal departments with a cleaner, more intuitive interface. Managing multiple teams is now more effortless.

![Built for Scale: QuickBooks Batch Ops, Credit Management, Flexible Settlements & More](https://storage.googleapis.com/vektor-public-storage/changelog/da44cc7f-c7e7-41ab-8fee-04dbb57dcd1a.webp)