Check a Load’s Payment History in TruckTA

Need to see what’s been collected on a load and how much remains? Open the load in TruckTA, review the entries under Payment Collection History, then compare the totals on the Payment card. Start by confirming that you’re looking at the right load, so the payment details you review belong to the order you intended to check.

This guide accompanies the TruckTA how-to video “Check a Load’s Payment History” and stays within that read-only review. The video’s $650 load, $300 and $200 ACH entries, $500 collected total, and $150 balance are a fictional demonstration, not your balances. Follow the same review using the details displayed on your own load.

Find the Load

From the Dashboard, use the search bar at the top to find the load by its order number. Select the matching result to open it. That gets you to the load you want to review; the next part is checking its identity before you look at the money.

Check the load number, vehicle, and route on the opened load. Read those details together rather than relying only on the search result. You’re confirming that the load on screen is the one whose recorded collections you need to examine.

Open the History

Select the Money tab on the load. Scroll down to Payment Collection History. This is the section to use when you want to examine the recorded collections individually, rather than looking only at the load’s overall collected amount.

Read the heading before going through the entries. It shows how many records are listed and the total collected. Those are separate pieces of information: the record count tells you how many entries you’re reviewing, while the collected total gives you their combined amount.

In the fictional demonstration, the heading shows two records totaling $500. Treat that as the summary of the example’s payment history, not as a statement that the load has been fully collected. You’ll check the remaining balance on the Payment card after reviewing the individual records.

Review the Records

For each payment, read the amount and collection date, then check the method and transaction reference. Use those details together to match the entry to your own payment records.

Check the recorded method, then read the transaction reference alongside it. In the fictional example, both payments use ACH: one is $300, and the other is $200. They share a method, but they remain separate entries to review against your own records.

Look underneath each entry for notes, which appear when provided. If a note is present, read it as part of that payment’s details. Notes are optional in the demonstrated workflow, so the review is to read them when shown, not to expect a note underneath every payment.

Together, the example’s $300 and $200 entries account for the $500 collected total shown in the history heading. That connects the individual records to the summary you read above them. Your task here remains a review of the recorded payments and a comparison with your own payment records.

Check the Balance

After reviewing the entries, scroll back up to the Payment card. Compare Load pays, Collected, and Balance. Read all three together: the collected figure is only part of the answer when you also need to know how much remains on the load.

Read the status as well. The example shows Partial, so collection is not complete. Don’t stop at the fact that payments are listed: the Payment card shows the collected amount alongside the load’s pay and remaining balance.

The history and the card answer different parts of the same question. The history provides the individual recorded payment details; the card provides the comparison between Load pays, Collected, and Balance. Open the right load, review its recorded payments, and check its remaining balance.