Import delivery platform settlements

Delivery settlements are recorded from the platform's payout statement so that platform sales, commissions and payouts reconcile against your own records.

Before you start: delivery access for the outlet. Have the payout statement open in the platform's merchant portal.

Check the connection capabilities

Open Delivery › Settings. The capabilities table shows, per platform, what is live, polled, file-imported or manual, with the proof behind each. Today GrabFood and foodpanda settlements are imported by hand; connections are set up with your installer.

Import a settlement

1. Open Delivery › Reconciliation and choose Import settlement.
2. Choose the platform and the payout period.
3. Paste the payout lines from the statement.
4. Tick the three attestations: the raw statement has been saved to the vault, the anti-double-count check has been done, and the dispute packet is ready.
5. Submit. The settlement is recorded against the period's delivery orders.

Confirm a platform-side action

When you change a menu, price, availability or busy mode in the platform's own dashboard, record it under Delivery › External effects with the provider reference and what the dashboard showed. This keeps ChowChirp's record honest about what was done on the platform.

Reconcile

The reconciliation view lists settlements against recognised delivery sales for the period and flags differences for follow-up.

Related

• Run your first month-end close
• e-Invoice in ChowChirp