Partner Auto Pay - Tracking Restaurant and Driver Auto Payments and Reconciling Issues

Owned by Nikola Keravica, created
Last updated: Dec 22, 2023
2 min read

This article guides you through the process of managing auto payments for drivers and restaurants, including identifying and resolving payment discrepancies.

If you would rather have a visual representation please see a walkthrough video below.

Reconciling Issues:

  1. Driver Cash Out Report:

    • Navigate to the "Driver Cash Out Report."

    • Select a location with known issues.

    • Filter the report to "Last week" and "Auto Paid (Unbalanced)".

    • Run the report.

  2. Reviewing Discrepancies:

    • Analyze the report for drivers with discrepancies between "Earned" and "Paid/In Transit" values.

    • For example, if a driver earned $20 but was paid $39, an overpayment occurred.

  3. Taking Action:

    • Choose one of the following options to address the overpayment:

      • Future Order Deduction: Deduct the overpaid amount from a future order's payout.

      • Auto Pay Pause: Temporarily disable auto pay for the driver and manually manage future payments.

  4. Pausing Auto Pay:

    • Go to the driver's user profile.

    • Scroll down and disable "Partner Pay".

    • Wait for future orders to accumulate and manually mark them as paid with a note referencing the overpayment and order number.

  5. Documentation:

    • Record the adjustments made in the order notes and the driver's account.

Understanding Payouts:

  1. Driver/Restaurant Account Impersonation:

    • To understand why a driver or restaurant received a specific payout, use the "Impersonate" feature.

    • Open an incognito window and log in as the driver/restaurant using their credentials.

    • Go to "Manage Payments" > "Payouts".

    • Here you can review the payout details, clicking the eye icon will pop-up a new window which directly comes from Stripe so you can use to for further explanation.

  2. New System Improvements:

    • The team is developing a new payment system to eliminate discrepancies and simplify tracking.

    • The new system will display a single line per order reflecting the final payout amount.

Support Resources:

Remember:

  • Auto pay discrepancies are temporary and the new system will address them.

  • Regularly run the "Driver Cash Out Report" to identify and address issues.

  • Use the "Impersonate" feature for detailed payout explanations.

  • Contact support if you need further assistance.

We hope this article helps you effectively manage auto payments and reconcile any discrepancies that may arise.


Keywords:

  • Partner pay

  • Auto pay

  • Auto pay reconciliation

  • Partner auto pay