Direct Orders Payout Setup

Kala Haley
Kala Haley
  • Updated

Overview

When your customers order directly through Otter, we handle your payout securely using Stripe. Every day, we will dispense the payments to Stripe at 3 AM, in your local timezone, for the orders made the previous day, from midnight to 11:59 PM. After that, Stripe usually takes 2-3 days to transfer the money to your restaurant's bank account, but sometimes it can take up to 14 days.

We want to be transparent with you: Otter doesn't charge any commission on your orders, but there are Stripe processing fees that apply.

 


 

How does Stripe x Otter work?

When a customer pays for an order using your Online Ordering website, those funds are paid directly to your bank account by Stripe. 

You are paid out every day, on a two-day delay.

1. Create and connect your Stripe Account in Otter Dashboard: Payout settings.
2. Process a credit card order on Online Ordering.
  • A credit card order is processed on your Online Ordering website.
3. First payout deposited after (2) calendar days.
  • After two business days from your first transaction, your first payout will be deposited directly into your connected bank account.

4. Receive daily payouts via Otter.

  • Otter deposits funds directly into your bank account each day, on a two-day delay.
    • Orders processed on Monday will be paid on Wednesday.
    • Orders processed on Tuesday will be paid out on Thursday.

 


 

Direct Orders Stripe Connect Guide

Set up your Stripe Connect account so your customers can pay upfront. The Stripe setup will validate your business information and verify your identity. The walkthrough below illustrates the actions to setup your Stripe account in the Otter Dashboard. This setup takes between 5-10 minutes.

What do I need to create my Stripe account?

To get started, have the following information ready:

  • Legal name (as it is legally registered)
  • Date of birth
  • Last 4 digits of your SSN
  • Website URL (if applicable)
  • Bank routing number
  • Bank account number

Stripe Connection Instructions

Stripe Connect Flow.gif

How to: Connect Stripe as a Payout Method in Otter Dashboard

 

Step Process Image
1 Log into Otter Dashboard and select the [Profile icon].
Step 1 Stripe Connection Instructions.png
2 In the Profile menu, select [Settings].
Step 2 Stripe Connection Instructions.png
3 In the Settings page's menu on the left, select [Payout settings].
Step 3 Stripe Connection Instructions.png
4 In the Payout settings page, select the [Add method] for the store/brand you'd like to connect a payment method to.
Step 4 Stripe Connection Instructions.png
5 In the pop-up window that appears, select [Connect Stripe account].
Step 5 Stripe Connection Instructions.png
6 Complete the Stripe setup process by entering the requested information.
  • Phone number & email address
  • Details about yourself and your business
  • Bank account for payouts
Stripe Connection
7

At the end of the Stripe setup process, review the information you provided and wait for Stripe to verify your personal details. 

  • If you receive an "Incomplete" verification, select [Edit] next to the status to see what additional information Stripe requires in order to verify your identity (i.e. upload ID verification document).

After your details are verified, select [Confirm].

Once the above process is complete, you'll be taken back to Otter.

Stripe Review and Confirmation.png
8 Your store's payout method status should now read Active in Otter.
Step 8 Stripe Connection Instructions.png
9 If you want to add a payout method to another store, select [Add method] on an unassigned row. 
Step 9 Stripe Connection Instructions.png
10 In the new pop-up window select the dropdown menu: [Select a payout method].
Step 10 Stripe Connection Instructions.png
11 Select your desired payout method from the dropdown menu and select [Save].
Step 11 Stripe Connection Instruction.png

How to: Bulk Edit Payout Methods in Otter Dashboard

 

Step Process Image
1 Select the locations where you would like to edit the payout methods.
Step 1 Bulk Edit Payout Methods
2 At the bottom of the page, select [Edit payout method].
Step 2 Bulk Edit Payout Methods
3 In the pop-up window, select the dropdown menu and select your desired payout method.
Step 3.1 Bulk Edit Payout Methods
Step 3.2 Bulk Edit Payout Methods
4 Select [Save].
Step 4 Bulk Edit Payout Methods

 

Configure Payment Types

In the Otter Dashboard, you can select which payment type you would like to offer for Pickup, Delivery, and Dine-in orders.

How to: Configure payment types for all brands & stores

Steps Process Details
1 Go to [Direct Orders] in the Otter Dashboard. Screenshot 2023-07-31 at 5.00.59 PM.png
2 Click [Settings] on the top-right corner. Screenshot 2023-07-31 at 5.02.04 PM.png
3 Now, select the [Pickup], [Delivery], or [Dine-in] tab at the top of the page.
Select Fulfillment Mode tab.png
4 In the [Payment methods] section, you can choose to accept Online, In-person, or Both for each fulfillment mode (pickup, delivery, and dine-in). Screenshot 2023-07-25 at 5.13.38 PM.png

How to: Configure payment types for specific brands & stores

Steps Process Details
1 Go to [Direct Orders] in Otter Dashboard. Screenshot 2023-07-31 at 5.00.59 PM.png
2 Under Brands, click on [View Stores] to see the list of the stores associated with the selected brand. Screenshot 2023-07-31 at 5.06.55 PM.png
3 Click [Store Settings]. Screenshot 2023-07-27 at 11.46.12 AM.png
4 Now, select the [Pickup], [Delivery], or [Dine-in] tab at the top of the page.
Select either Pickup, Delivery, or Dine-in tab.png
5 Toggle on the [Override payment settings].
Screenshot 2023-07-31 at 8.13.14 PM.png
6 In the Payment methods section, you can choose to accept Online, In-person, or Both for each fulfillment mode (pickup, delivery, and dine-in). Screenshot 2023-07-27 at 11.56.17 AM.png

 


 

Frequently Asked Questions

Where can I access my payments/payouts?

Learn how to access your payouts in the Otter Dashboard


You can check your payouts by going to the Otter Dashboard > Financials app > Direct Orders tab > Transactions for each payout, and to the Financials app > Payouts for a summary of all the payouts made for the day. 

How long does it take for payouts to be received in my bank account?

Learn more about when you will receive payouts


Otter processes payouts directly into your bank account daily. You will receive the payouts in your bank account within 2 business days. 

For example:

  • Orders processed on Monday will be paid on Wednesday.
  • Orders processed on Tuesday will be paid out on Thursday.

 


 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.

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