Settlements

Settlements close the loop between orders and money in the bank. As orders flow, the platform tracks a running settlement balance for every outlet and every driver — earnings owed to them, commission owed to you, and cash they’ve collected on your behalf. You record payouts against those balances from the dashboard, individually or in bulk, and every settlement becomes a transaction your finance team can audit later. Merchants and drivers see their own balances and history in the partner app, so both sides always look at the same number.

How a settlement balance builds up

Each completed order moves the balance between you and the people involved in it:

Movement	Effect on the balance
Online-paid order at a merchant’s outlet	You hold the money; the outlet’s earnings (per your commission rules) are owed to them
Cash order collected by the outlet	The outlet holds the money; your commission is owed to you
Cash on delivery collected by a driver	The driver holds the cash; it nets against the earnings you owe them
Driver earnings (delivery fees, tips)	Owed to the driver

The balance is a single net number per outlet and per driver — it can run in either direction, and settling it is what the payout step does.

Reviewing balances and recording payouts

Outlet balances: Dashboard → Reports → Settlement Balance (/reports/settlement-balance/outlet)
Driver balances: /reports/settlement-balance/driver

Each row shows the current net position. From the balance view you record a payout via the payout action — enter what was paid (or received) and the balance updates immediately. When you settle many drivers at once — a typical end-of-week run — the bulk payout option processes them together instead of one popup at a time.

The audit trail

Every recorded payout appears in the settlement transaction reports:

/reports/settlement-transactions/outlet — outlet settlement history
/reports/settlement-transactions/driver — driver settlement history

Paired with the earnings list reports (/reports/outlet-earnings-list, /reports/driver-earnings-list), you can reconstruct any balance order by order: earnings in, cash collected, payouts recorded. That’s the answer to every “this number is wrong” conversation — walk the transactions, not the vibes.

What merchants and drivers see

The partner app shows each party their own side of the ledger:

Outlet owners — Partner app → Reports includes their earnings and settlement screens: what they’ve earned, what’s been paid out, current balance.
Drivers — in driver mode, drivers see their own earnings and settlement balance, including cash they’re carrying.

Because both sides see the same recorded numbers, settlement day is a confirmation, not a negotiation.

Refunds and settlements

Refunds affect balances too — a refunded order reduces the earnings attached to it. Keep an eye on Pending Refunds (/reports/pending-refunds) as part of your settlement routine: a refund still in flight is money the books haven’t caught up with yet. See Editing & Refunds for how refunds are issued.

A settlement routine that scales

Pick a cadence — weekly is typical — and tell merchants and drivers when to expect it. Predictability matters more than speed.
Open the driver settlement balance view; settle each driver (or use bulk payout), collecting carried cash and paying out earnings.
Open the outlet settlement balance view; make merchant transfers and record each payout.
Clear /reports/pending-refunds.
Spot-check one balance against its transaction history — a five-minute habit that catches data-entry mistakes while they’re fresh.

Troubleshooting

Symptom	Try this
A merchant or driver disputes their balance	Open their settlement transactions and earnings list side by side and walk through it together — the per-order entries settle it
A payout was recorded for the wrong amount	Record a correcting entry; the transaction history is the audit trail, so corrections beat silent edits
Balance doesn’t reflect a recent order	Confirm the order is completed (not still live or cancelled) — balances build from completed orders
Partner app shows a different number than the dashboard	Have them refresh; if it persists after the next recorded settlement, compare the two transaction histories