Ever wondered how to reconcile how much money is to be returned and for which shipment.
This is where the client settlement section comes in. It lets you see all your confirmed and completed deliveries and how much is to be remitted to you. Let’s take a look.
From your Dashboard, select the shipments drop-down menu and select client settlement which will bring you to the settlement dashboard.
From this screen you can see delivered and unsettled packages. This means that the shipment was delivered but is pending transfer to your bank account.
Unconfirmed settlements are transactions where changes in either COD or shipping charges or both may have occurred. This may not be applicable to you depending on your business model.
Shipments that have already been remitted can be found under the list of statements section.
Let’s explore this..
Go into list of statements, utilize the date filter.
From here you can see the date the settlement was processed, the client account it applies to, the cash, transaction number, the amount, currency, cod paid by Card, Shipment Batch and the view button.
This page is a summary of all the settlements processed during the period entered in the filter above.
To open a specific settlement, select the blue magnifying glass to the right of the page.
Once you’re in here, you can see the details of the settlement which you can print or export at your convenience.
See a video version of this tutorial here