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Remittances

A delivery company collects the order price in cash from the customer and pays it to you later. The Remittances page shows what each company owes you and lets you record every payout you receive.

Carrier balances​

At the top of the page, under Carrier balances, each delivery company has a card:

  • Delivered total: the sum of the orders the company delivered.
  • Remitted total: the sum it has actually paid you.
  • Owed: what is left.

Figures show in the workspace currency. If an exchange rate is missing for a currency, the message Some figures can't be converted yet appears, and an owner or manager can click Add exchange rate to add it.

A card with a dashed border named Unmatched deliveries can appear. It holds orders delivered by a carrier that has no configured delivery company. Add the company in Delivery Companies, then record its payouts.

Record a new payout​

Only owners and managers can record payouts.

  1. Open Remittances and click New payout.
  2. Choose the Delivery company and set Received at. The default is today's date.
  3. The Unremitted delivered orders list for that company appears. Search by order number or phone, then tick the orders this payout covers. The list shows the first 100 orders, so use search to narrow it.
  4. If the company paid a different amount than the Order total, type the real amount in the Amount box on that order's row.
  5. Attach proof if you want: click Upload file (an image or a PDF up to 10MB) or paste a file URL, and add Notes.
  6. Click Create payout.

The payout amount is the sum of the ticked orders. It shows under the list beside Total. You cannot create the payout until at least one order is ticked.

  • Each order can be remitted only once. If an order was already remitted, the message Order ... has already been remitted. appears.
  • One payout carries one currency. When the workspace deals in more than one currency, a Currency field appears. Once you tick an order, the currency locks to it and orders in a different currency are disabled.
  • If you have no delivery company yet, Go to Delivery Companies replaces the button. Create a company first.

Payout history​

The table under Payouts lists every payout with Received, Amount, Orders and Notes, 20 payouts per page. Click Next and Previous to move between pages.

Click any row to open Payout detail: the date, the amount, a View attachment link if there is one, and the Included orders list with each order's amount. Click Export CSV to download the history as a file.

Every member of the workspace sees payouts, because they are not hidden by permissions. Your payouts also appear in Cash Position as money in.