Rider Settlement

Where: Finance > Rider Settlement
Who can use it: To open the page: delivery.view_settlement or delivery.view. To settle or pay: owner or admin, or the permission settlements.process or delivery.process_settlement. Other users see View Only. The Settle button follows exactly the same rule as the server.
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A rider delivers an order and brings back the cash. Until you settle it, the order stays on the rider’s list. This screen shows each rider with the orders they still owe, lets you pick the orders, and records the payment. The same screen is also the Mass Pay / Settlements tab of the Delivery page.

What appears in the list

• Orders that were given to a rider on a delivery record.
• Not yet settled.
• Not cancelled or refunded, with a total above zero.
• Payment status not paid, settled or account.

When nothing is owed you see ‘All Settled’. The list updates by itself when a rider is assigned or an order changes. You can also press Refresh.

Step by step: settle a rider

1. Pick the rider in the left column. Their orders open in the middle column, all selected.
2. Click an order to see its customer, items and totals on the right. Use the circle on a row, Add to Settle or Remove to include or leave out an order. Select All and Deselect All handle the whole list.
3. Check the selected count and amount at the top of the middle column, then press Settle.
4. In the payment window, on Single Payment, choose the method on the right (Cash is chosen by default).
5. Type the Cash Received with the keypad, or use 100, 500, 1000 or 5000, or Exact. The window shows Change or Due for you.
6. Optionally add a settlement note.
7. Press Paid & Settle.

Paid & Settle creates a settlement with its own number, records the payments, marks the orders settled, completes the orders and the kitchen tickets, and frees the table if the order had one and no other order is open on it. You find the result in History.

Step by step: split between methods

1. In the payment window press Split Payment.
2. Choose a method and an amount on each row. Use Add Payment Method for more rows, or Split Equally to share the amount still to collect.
3. You need at least 2 methods. The Split Total line shows your split against the amount still to collect and turns green when they match. For an order that is already part paid, that amount is the remaining balance, not the order total.
4. Press Paid & Settle. The buttons stay disabled until the split matches.

Mark Paid or Paid & Settle

Button	What it does
Paid & Settle	Records the payment, creates a settlement record with a number, completes the order and frees the table. Use this at the end of the shift.
Mark Paid	Records the payment and marks the order paid, but creates no settlement record and does not complete the order.

Careful

After Mark Paid the orders no longer appear on this screen, because they are no longer unpaid. You cannot settle them here afterwards, and they will not show in History. Use Paid & Settle unless you really only want to record the payment.

Tip

The server works out the amount due from the payment ledger, which is the order total minus completed payments. A single method pays the whole balance. With a split, the amounts must add up to the balance that is still due, otherwise the server refuses with the message ‘The payments must add up to the remaining balance’. If a rider order already has a partial payment, the balance is lower than the order total. The screen already uses that balance for the Cash Received default and for the split check, so a split works on part-paid orders too.

Careful

The Cash Received you type and the difference against the total are stored on the settlement. Count the cash before you press Paid & Settle.

Step by step: check what a rider delivered

1. Press Rider Orders at the top. A full-screen window opens.
2. Pick a rider on the left (use Search rider). Riders who have nothing to settle are listed too.
3. Choose All time, Today or Current work period.
4. Click an order to see items (voided lines are struck through), totals, and its settled or payment state.
5. Use Load to POS to open the order on the register, or Print Bill.

Tip

The Customers tab of that window searches customers by name, phone or email, shows phone, email, address, outstanding balance and total orders, and has an Edit form for name, phone, email and address.

Every setting explained

Item	What it does
Rider Orders	Audit window described above.
History	Shows the latest 50 settlements: settlement number, rider, number of orders, total and date.
Refresh	Reloads the list.
Riders column	Search box, each rider with their order count and amount, and a grand total.
Orders column	Select All / Deselect All, selected count and amount, Settle (or View Only). Each row shows the order number, table, payment state, total, customer, address and time.
Order details column	Customer, delivery address, items (Item, Qty, Price, Value) and the money breakdown: Subtotal, Tax, Service Charge, Delivery Fee, Tip, Discount, Total.
Single Payment / Split Payment	One method for everything, or several methods with amounts.
Cash Received	Amount the rider handed over. Stored with the settlement.
Settlement notes	Optional text saved with the settlement.
Method list	All active payment methods.

Related articles

• Delivery
• Online Orders