Summary
The Financials app in the Otter Dashboard hosts a Direct Orders tab which will help Otter Direct Orders customers 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 customers take well-informed actions to resolve any issues.
Features
Transaction feed
Transaction feed enhances customers' 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.
Definitions/Column names
| Date | Date timestamp for the transaction |
| Type | Type of transactions such as payment |
| Amount | The dollar value associated with the transaction |
| Processing fee | The processing fee for the transaction which is the sum of the processing fee and commission |
| Payout status | The status of payout which can be pending, processed, or error |
| Channel | The ordering channel associated with the payout |
| Store | The name of the store associated with the payout |
| Description | The order Id associated with the payout transaction |
Disputes feed
Disputes feed enhances customers' 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.
Definitions/Column names
|
Date |
Date of transaction or activity |
| Type | Type of transactions such as Dispute |
| Amount | The dollar value associated with the transaction |
| Processing fee | The processing fee for the transaction which is the sum of the processing fee and commission |
| Disputes status | The status of the dispute which will be Lost or Won |
| Payout status | The status of payout which can be pending, processed, or error |
| Channel | The ordering channel associated with the payout |
| Store | The name of the store associated with the payout |
| Description | Additional details of the payout such as the order ID |
Frequently Asked Questions
How do I view my Otter Direct Orders transactions and payouts?
- Log in to Otter (manager.tryotter.com)
- Click the app launcher and select ‘Financials’
- Click on ‘Direct Orders’
- 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?
The Otter team handles disputes, and you can review the history of resolved disputes, whether they were won or lost, in the Financials > Direct Orders > Disputes feed.
How do I submit evidence for a counter-dispute claim?
- Go to Otter Financials > Direct Orders > Disputes
- Select an open dispute and click ‘Counter dispute’.
- Open the Submit evidence modal to upload files, select the corresponding category, and check the confirmation box.
- Once all files are uploaded, click ‘Submit claim’.
Related to
Updated