Overview
Payouts in the Analytics App provides a unified view of a business’ financial data across different channels and simplifies tracking and managing payouts. From the Otter Dashboard, select Apps > Analytics > Financials > Direct Payouts or Partner Payouts to view.
Payouts Report Availability
The Payouts report is available to all customers subscribed to Future Foods, Online Ordering, or Otter POS.
Only users assigned the Billing Admin role can view Payouts.
Payouts Overview Page
On the Payouts Overview page, you can see a high-level overview of payout transactions. At the top of the page, you will see the Payout, Transactions, and Otter Balance collective data for the date range selected. Below, you will see a table showing data for individual payout events.
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You can filter by:
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Payout Overview Tabs
There are two separate views to view your payouts depending on where the source of the payout is coming from. In the Payouts Overview page, you can see payouts reporting broken up into how much Otter is paying you out versus your delivery partners, like DoorDash. The two available Financials tabs are:
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Direct Payouts
Includes Direct Orders payouts such as Otter POS, Online Orders Website, or Kiosk. These payouts are from the money sent by Otter to your account for your Direct Orders.
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Partner Payouts
Includes Delivery App payouts such as DoorDash, GrubHub, and UberEats. Takes up to 7-10 days for data to import into this report.
Steps to Access Direct Payouts
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the top left Apps dropdown. Select the Analytics app. |
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| 2 |
If you are logging into the Otter Dashboard for the first time, there will be a popup window that explains that your Payouts are broken up into:
Click Skip Tour to view Payouts. |
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| 3 | Click the Direct Payouts tab. | |
| 4 |
The default view for the Direct Payouts page will open to the Completed view. In the Completed view, you can see all of the money that Otter has successfully paid out to your bank account. You can investigate specific payouts by clicking on the Payout ID. |
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| 5 | Click into the Pending view to see what payouts are anticipated for the next payout cycle. | |
| 6 |
The Pending Payouts page has many tool tips to help you understand what each data point is telling you. You can access the Otter Payout Schedule on this page. |
Steps to Access Partner Payouts
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the top left Apps dropdown. Select the Analytics app. |
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| 2 |
If you are logging into the Otter Dashboard for the first time, there will be a popup window that explains that your Payouts are broken up into:
Click Skip Tour to view Payouts. |
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| 3 | Click the Partner Payouts tab. | |
| 4 | To investigate a partner payout, click on the Payout ID to open the Payout Details page. |
Payout Report Column Descriptions
| Column Name | Description | Image |
|---|---|---|
| Payout ID | Payout ID imported from the ordering channel | |
| Channel |
Ordering channel associated with payout EX: DoorDash, Otter POS, UberEats |
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| Store | Store and brand corresponding to the payout | |
| Payout Date | Date corresponding with when the ordering channel paid the restaurant | |
| Payout Period | Date range corresponding to the transactions included in the payout | |
| Transactions | Quantity of transactions included in the payout | |
| Amount | Dollar value of all transactions included in the payout |
Payout Details Page
To view more information on a payout, click on the payout listed. This will take you to the Payout Details page. There, you can view more details, like:
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Payout Details:
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Transactions Table Column Descriptions:
| Column Name | Description | Image |
|---|---|---|
| Order ID | Simplified order ID | |
| Transaction type | Types of transactions include order payment, adjustment, cancelation, misc, and payout delta. | |
| Date | Date transaction occurred | |
| Order total | Value of the subtotal of the order, excluding tax, commissions, adjustments, etc. | |
| Tax | Value of sales tax of the order | |
| Processing fee | Fees charged for processing the order | |
| Payout fees | Fees charged for processing the payout | |
| Payout total | Value of the payout paid to the restaurant |
Viewing Fees for Future Foods
When looking at the Payout Details page for Future Foods, there are a few things to note:
- The amount listed under the Delivery commission column makes up your Future Foods fees.
- The amount listed for Error charges and Adjustments make up the Adjustments passed through to Future Foods by delivery platforms.
Accounting Info Toggle
To view this information, but sure toggle ON the Accounting Info while looking at the report.
Viewing Specific Transaction & Order Information
By clicking on the Order ID for a transaction listed, you can view even more information about that specific order payout.
Transaction Details
In the Transaction details tab, you can view the following information for that payout order:
- Order payment information
- Payment timeline
- Payout information
- Payout status
- Payout calculation breakdown
Order Info
In the Order info tab, you can view the following information for that payout order:
- Items ordered
- Item subtotal
- Partner charges
- Brand & location
- Channel ordered through
FAQs
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Yes— Just click the [Export] button at the top of the page. Then you can select the export type.
- The data will show in EST— currently, there is not an option to change this view.
- Learn more about Otter platform payouts & schedule here. For questions about payouts for orders made through a non-Otter platform, reach out to that platform directly.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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