Payouts Overview

Overview

Payouts in the Financials App provides a unified view of your business’ financial data across different channels and simplifies tracking and managing payouts.

From the Otter Dashboard, select Apps > Financials > Payouts to view.

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InfoPayouts 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. 

You can filter by:

  • Date range
  • Stores
  • Channels
  • Payouts by date
Payouts Overview Page

 

Learn more about each column of the Payouts table:

 

Column Name Description Image
Payout ID Payout ID imported from the ordering channel
Payout ID Column
Channel

Ordering channel associated with payout

EX: DoorDash, Otter POS, UberEats

Payout Channel column
Store Store and brand corresponding to the payout
Payout Store Column
Payout date Date corresponding with when the ordering channel paid the restaurant
Payout Date Column
Payout period Date range corresponding to the transactions included in the payout
Payout Period Column
Transactions Quantity of transactions included in the payout
Payout Transactions Column
Amount Dollar value of all transactions included in the payout
Payout Amount Column

 

 


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:

  • Payout method
  • Transactions included in payout
  • Order details
  • Payout calculation
  • Payout status
Payout Details Page

 

Learn more about each column of the Transactions table:


 

Column Name Description Image
Order ID Simplified order ID
Payout Transaction Order ID
Transaction type Types of transactions include order payment, adjustment, cancelation, misc, and payout delta. 
Payout Transaction Type
Date Date transaction occurred
Payout Transaction Date
Order total Value of the subtotal of the order, excluding tax, commissions, adjustments, etc.
Payout Order Total
Tax Value of sales tax of the order
Payout Tax
Processing fee Fees charged for processing the order 
Payout Processing Fee
Payout fees Fees charged for processing the payout
Payout Fees
Payout total Value of the payout paid to the restaurant
Payout Total

 

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.

NoteAccounting Info Toggle

To view this information, but sure toggle ON the Accounting Info while looking at the report.

Accounting Info toggle Payouts

 


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. 


Payout Transaction Details GIF

 

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

  • Yes— Just click the [Export] button at the top of the page. Then you can select the export type.

    Export Payout Button

  • 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:

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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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