Record courier payments

When a courier delivers a cash on delivery order, the courier holds your money until it pays you. Courier payments shows the delivered orders each courier still owes you for, and records each payment a courier sends you, so your account balances match what really arrived.

How courier money is tracked#

1. When a cash on delivery order is marked Delivered, it appears on the Waiting tab under its courier. It stays there until the courier pays you.
2. When the courier pays you, you record one courier payment: the orders it covers and the amount you received.
3. StoreLine adds that amount to the account you chose and marks the orders as paid by the courier. If the courier kept part of the money, that part is saved as a Courier charge expense.

The Waiting tab#

Go to Accounting → Courier payments. The Waiting tab has one row per courier, with the number of orders, how old the oldest one is, and the amount the courier holds. With couriers above the list is the total. Orders that have no courier are grouped under No courier on the order.

Steps: record a courier payment#

7 steps · ~5 min

1. 1

   Step 1

   Go to Accounting → Courier payments. On the Waiting tab, click Record payment on the courier's row, or click Record courier payment at the top.
2. 2

   Step 2

   Under Orders in this payment, add the orders on the courier's statement. With Pick a courier, choose the Courier and its waiting orders are added, all ticked. With Paste numbers, paste the order numbers or tracking numbers and click Check numbers. With Import a file, choose a CSV or Excel file and pick the column that holds the numbers.
3. 3

   Step 3

   Untick any order the courier didn't pay for this time. Numbers that can't be added are listed under Check these, each with the reason.
4. 4

   Step 4

   Under Money received, enter the Amount received (৳): what actually arrived in your account.
5. 5

   Step 5

   Choose the account in Received into, check the Date received, and add a Note if you like.
6. 6

   Step 6

   Check the totals at the bottom: Orders, Should bring (what the courier holds for these orders), Received and Courier kept (the difference).
7. 7

   Step 7

   Click the save button. It shows the amount, for example Save ৳13,080. You see Courier payment recorded, and the payment is listed on the History tab.

   

   

What the courier kept#

Should bring − Received = Courier kept. You don't type an amount for each order, and you don't have to enter the courier's fee: everything the courier kept is saved as one Courier charge expense.

• To split that cost, click Add details and fill in Delivery charge (৳), COD charge (as an amount or a percent) and Extra charge (৳). The rest shows as Other courier charge. This is optional. It only describes the cost and can't add up to more than the courier kept.
• If you received more than the orders should bring, the form shows Extra received and asks What is the extra money for? An extra is often an order missing from the list, so check the list before you save. The extra is saved as income, with your note.

The History tab#

The History tab lists every courier payment with its No., Date, Courier, Orders, Received, Courier cost and Account. Click a row to open the payment and see its orders. Use Filters to search by payment or order number, or to pick a date range or a courier.

Edit or delete a courier payment#

• Edit: on the History tab, open the ⋮ menu on the payment and click Edit. Change the orders, the amount, the account or the date, write the Reason for this change, and save. An order you remove goes back to waiting.
• Delete: open the ⋮ menu and click Delete. The dialog lists what happens: the orders go back to waiting for the courier's payment, the money leaves the account, and the courier cost is removed from your expenses. Write a Reason and confirm. If only a detail is wrong, click Edit instead.
• Every edit and delete is kept in Accounting → Activity log. To see deleted payments, open Filters and set Show to Deleted.

Orders a courier won't pay for#

If a courier already paid you for an order another way, or never will, take the order off the waiting list. In the payment form, open the order's menu, click Not expecting payment, write a reason and click Stop waiting. No money is recorded. To see these orders, click Not expecting payment below the Waiting list. Undo puts an order back.

Orders returned after the courier paid#

If an order the courier already paid you for is returned later, the payment form lists it under Taken back by the courier, and its amount comes off the payment you are recording. Untick it if the courier didn't take the money back this time.

Older COD settlements#

Courier payments replaced the earlier COD Settlement page. If your store recorded settlements there, the History tab has an Older COD settlements link to them; nothing new is recorded on that page. Orders from that time that were never settled show on the Waiting tab as Recorded the old way. Settle them with a courier payment, like any other order.

Tips#

FAQ#

Related articles#

• How customer payments reach you
• Track your money with accounts and transactions
• Set up payment methods
• Connect a courier