Whether you are charging a fixed monthly fee, taking a commission per order, or handling manual adjustments, the Ordering Dashboard provides the tools to automate and track these transactions seamlessly.
In this guide, you’ll learn how to configure fees, manage payout accounts, and use financial reports to scale your operations.
🛠 What You Can Do
The Financial Suite is divided into three main areas:
Business Fees: Automated rules for commissions and recurring charges.
Manual Events: One-time charges or credits for specific situations.
Payout Management: Linking bank accounts (Stripe/ACH) and tracking transfers.
🛠 Step-by-Step: How it Works
The Business Fees & Payouts feature is your central command for money moving in and out of your platform. Here is how to navigate the core functions:
1. Accessing your Store Finance Settings
Log into your Ordering Dashboard.
Navigate to the Stores section on the left sidebar.
Select the specific business you want to manage (e.g., Fast Bite).
In the store menu, scroll down to Business Fees or Business Payment Account.
2. Setting up an Automated Fee (Commission)
This feature automatically calculates what the business owes you for every order.
Click Add New in the Business Fees tab.
Name the Fee: Give it a clear name like "Marketplace Commission."
Choose the Type: * Fixed Amount: A flat fee per order (e.g., $1.00).
Percentage: A portion of the total (e.g., 10%).
Define the Scope: Select if this applies to all delivery types (Delivery, Pickup, Eat-in) or specific ordering channels (App, Website, etc.).
Click Create. The system will now automatically calculate this on every transaction.
3. Setting up a Recurring Fee (Subscription)
Use this for fixed weekly or monthly charges, like a "Platform Access Fee."
Follow the steps above, but toggle on Recurrent Business Fee.
Select the Recurring Period (Weekly or Monthly).
Choose the Day of the Week or Day of the Month for the charge.
Enter the Fixed Amount and click Create.
4. Handling Manual Adjustments (Charges & Credits)
Use this for one-time events like a "Valentine's Day Promotion" discount or a "Sign-up Fee."
Go to the Fee Events tab.
Click Add Manual.
Select Action: * Charge: The business owes you money.
Credit: You are giving money back to the business.
Enter the Name and Amount, then click Save. This will appear on their next payout report.
5. Managing Payouts & Bank Details
This ensures the remaining balance is sent to the business's bank account.
Go to Business Payment Account.
Click Edit or Add New Account.
Select your provider (e.g., Stripe or ACH).
Enter the Account Name, Routing Number, and Account Number.
Set the Payment Cycle (Daily, Weekly, or Monthly) to automate when funds are transferred.
6. Reviewing and Exporting Financial Reports
Navigate to Reports > Payment Reports in the main sidebar.
Select the business and the Billing Period from the calendar.
Review the Order Summary to see Gross Sales vs. Net Payouts.
Click Download CSV to export this data for your accounting software (QuickBooks, Xero, etc.).
🚀 Best Practices for Setting Fees
To keep your marketplace healthy and your partners happy, follow these industry standards:
Be Transparent: Always communicate your fee structure to businesses during onboarding. Use the Description field when creating fees so businesses know exactly what they are being charged for.
Tiered Commissions: Consider charging lower percentages for high-volume partners to incentivize them to stay on your platform.
Mix Fixed & Variable: A common strategy is to have a small Fixed Fee (e.g., $0.50) to cover processing costs, plus a Percentage (e.g., 10%) for your platform's revenue.
Test Before Launch: Use the "Disable/Enable" toggle to test new fee structures on a "Demo Business" before applying them to your entire fleet.
💡 Tips & Tricks
1. The "Featured Business" Revenue Stream
Want to generate extra income? Create a Recurrent Business Fee called "Weekly Featured Slot."
The Trick: Charge a flat $20/week for businesses that want to appear at the top of your app. You can set this to repeat automatically every Sunday.
2. Handling "Oops" Moments with Manual Events
Sometimes a business might have a bad experience, or perhaps they won over a huge client for you.
The Tip: Use Manual Credits to give "cashback" to a business as a gesture of goodwill. Conversely, use Manual Charges for one-off services like professional photography or menu setup.
3. Smart Payout Scheduling
Don't pay out every day if you don't have to.
The Tip: Set your Payment Cycle to "Weekly." This reduces "noise" in your accounting and ensures you have enough cleared funds to cover all transfers at once.
📊 Making the Most of Reports
Data is only useful if you use it. Here’s how to turn your Payment Reports into a strategy:
Weekly Audits: Every Monday, download the CSV Summary. Import it into tools like Excel, QuickBooks, or Xero to reconcile your books instantly.
Identify Your Stars: Use the "Total Charges" column in your reports to see which businesses are generating the most commission for you. These are the partners you should check in with most often!
Monitor Failed Payouts: If a payout fails, check the Business Payment Account section. It usually means the business needs to update their Stripe or ACH details.
🏁 Conclusion
Automating your business fees doesn't just save you time—it builds trust. When fees are predictable and reports are clear, businesses feel more confident growing alongside your platform.
Need more help? If you have questions about specific Stripe configurations or complex commission logic, reach out to our support team via the chat bubble!