Earnings & settlements

Settlements close the loop between orders and money in the bank. As orders flow, a running balance is tracked for every outlet and every driver — what they have earned, what they owe you, and what cash they are holding on your behalf. You record payouts against those balances, and both sides look at the same number.

Where to find it

Dashboard → Reports (/reports/settlement-balance/outlet) — Admin, Co-Admin

Driver balances are at /reports/settlement-balance/driver; the transaction views at /reports/settlement-transactions/outlet and /reports/settlement-transactions/driver.

How a balance builds

Every completed order moves money between the people involved in it:

What happened	Effect
An online-paid order	You hold the money; the outlet’s earnings are owed to them
A cash order collected at the outlet	The outlet holds the money; your share is owed to you
Cash on delivery collected by a driver	The driver holds the cash; it nets against what you owe them
Driver earnings — delivery fees, tips	Owed to the driver

The result is a single net number per outlet and per driver, which can run in either direction. Settling it is what a payout does.

How much of an order a outlet keeps is your earnings configuration — see Taxes & charges.

Recording a payout

Each row on a balance report shows the current net position. Record a payout from there — enter what was paid or received, and the balance updates immediately. For an end-of-week driver run, the bulk payout option settles many at once rather than one dialog at a time.

The platform records payouts, it does not move money

A payout entry is your ledger record of a bank transfer or a cash hand-over that happened outside the platform. Make the real transfer, then record it — and keep the two in step, because the partner app shows people the recorded balance, and a balance that disagrees with their bank is the fastest way to lose their trust.

The audit trail

Every payout becomes a settlement transaction, with its date, amount and who it was for. The balance reports answer “what is owed now”; the transaction reports answer “what did we pay, and when” — which is the one your finance process actually needs at year end.

What outlets and drivers see

Both see their own earnings and settlement balance in the partner app. Tell them it is there: it removes a recurring end-of-week question, and a driver who can check their own number does not need to ask anyone.

Refunds and settlements

A refund reduces the earnings on the order it came from, so it flows into the balance automatically. Refunds still in flight are not settled money — check Refunds & disputes alongside the balances rather than assuming a balance is final.

A routine that scales

• Weekly: review driver balances, run the bulk payout, and record it.
• Weekly: scan outlet balances for anything drifting in the wrong direction — a outlet accumulating uncollected cash is a conversation, not a spreadsheet problem.
• Monthly: reconcile settlement transactions against your bank, and against your gateway’s own payouts.
• Before any payout run: check pending refunds, so you are not settling money that is about to go back to a customer.

Troubleshooting

Symptom	Cause
A balance disagrees with what a outlet expects	Compare the transaction report against their records; a payout may have been made but not recorded
A balance is negative	Normal — they are holding your cash, usually from cash orders
Earnings look wrong across the board	Check the earnings rules and their priorities in Taxes & charges
A refunded order still shows full earnings	Refunds in flight have not settled yet; check the pending refunds report
A driver cannot see their balance	Confirm they are signed into the partner app under their own account

Related: Taxes & charges · Refunds & disputes · Drivers · Reports