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The video has no sound: the captions on screen explain each step, and every step is written out below with a picture.
- 1
The overview
Open Money in under Money. The line at the top says how much reached the bank and how much is still on its way; the cards split it into Card and UPI, Cash on delivery and Money back out.
- 2
Bank payouts from Razorpay
On Bank payouts, press Fetch from Razorpay to bring in its settlements, or Import a report to load the settlement file from your gateway’s dashboard.
Each payout shows its fee and tax; Lines shows which orders it paid for. A line that could not be placed gets Match to an order.
- 3
Cash on delivery
Cash on delivery lists delivered orders whose cash the courier has not paid you yet.
When a courier pays you, choose the Courier under Import a courier payout report, add their reference and the bank UTR, choose their file and press Import — the orders are marked as paid over.
- 4
Credit notes and store credit
Credit notes are made by themselves when a return is refunded or an invoiced order is cancelled — the GST-correct record of money going back.
Store credit shows customers who hold credit; Ledger lets you add or take back an amount with a reason.
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