Financials - Direct Orders

Summary

The Financials app in the Otter Dashboard hosts a Direct Orders tab which will help you monitor financial activities and manage disputes. There are two main parts:

• Transaction feed: it easily keeps track of all the financial activities, offering insights into payment details and order information for each transaction.
• Dispute feed: it easily keeps track of any disputes with detailed insights to help you take well-informed actions to resolve any issues. 

Features

Transaction feed

Transaction feed enhances your financial management experience by:

• Title cards showcasing the total Gross sales, Payments received from customers, Payment processing fees, and Refunds to customers within the chosen time frame.
• A comprehensive table presenting detailed information for each payout transaction with sortable columns and universal filters.
• A 'View Details' functionality to access detailed payment and order information through a sidebar modal upon selecting a transaction.
• Initiation of refund details directly from the transaction table or while reviewing payment or order details.

Disputes feed

Disputes feed enhances your disputes management experience by:

• Title cards showcasing the total Disputed by the customer and Disputes reversed within the chosen time frame. 
• A comprehensive table with details for each dispute with a filter for dispute status, sortable columns, and universal filters.
• A 'View Details' functionality to access detailed dispute, payout, and order information through a sidebar modal.
• Option to counter or accept dispute from the ‘View details’ modal.
• Ability to "Manage disputes" by either accepting or disputing them and uploading evidence to submit a dispute claim.
• A modal guide offering assistance when viewing dispute details.

Frequently Asked Questions

How do I view my Otter Direct Orders transactions and payouts?

1. Log in to Otter (manager.tryotter.com)
2. Click the app launcher and select ‘Financials’
3. Click on ‘Direct Orders’
4. View transactions and disputes in the dedicated sections

How do I refund an order?

In the Transactions feed located in the Direct Orders section of the Financials app, click the hamburger menu next to the order and select ‘Refund payment’. You can also click the order to open up the sidebar modal and click ‘Refund’ from there.

How do I manage disputes?

You can view and manage disputes in Otter by going to Otter Financials > Direct Orders > Disputes and taking the necessary action based on the dispute status of the order. You can find a Dispute guide when viewing details of a disputed order.

How do I submit evidence for a counter-dispute claim?

1. Go to Otter Financials > Direct Orders > Disputes
2. Select an open dispute and click ‘Counter dispute’.
3. Open the Submit evidence modal to upload files, select the corresponding category, and check the confirmation box.
4. Once all files are uploaded, click ‘Submit claim’.