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Cash Management

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Track, Float and Settle Cash to keep Track of your Money 

Do you accept cash as payment upon delivery? This Cash Management feature will allow you to Track Outstanding Balances, Float Cash to Drivers and Settle Up.

Disclaimers:

  • Cash Management is only available if you are using the API integration
  • PLEASE NOTE, YOU'LL NEED TO CONTACT OUR SUPPORT TO ENABLE THIS FEATURE FOR YOU.

 

TRACK OUTSTANDING BALANCES

 

  • Navigate to your Cash Management portal

  • View all your drivers or search to find a specific driver

  • See the number of jobs completed, cash floats, current status (online or offline), and outstanding balance

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Cash Float

  • Use the Cash Float feature to record cash given to drivers before or during their shift to allow the driver to make change for cash orders

  • Cash Floats will be tracked against the driver as money owed back to the organization

  • Do you always float/outlay the same amount to your drivers? Contact us to set a default amount to save a step!

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Settle Up 

  • Merchant Users can perform cash collection/settlement at anytime

  • Select the driver to see any cash floats, outstanding balances, and corresponding orders

  • Select individual or all orders you are collecting cash for by clicking the check box

  • Enter an “Amount Collected from Driver”

  • If there is a variance, the amount actually collected does not match the amount that should be collected, you will be prompted to put a reason for the variance

  • Then click “Record Cash Settlement”

  • Check out more on how to set up Incentives for your drivers!

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Max Cash on Hand Allowed

As a dispatcher, you can receive a pop-up notification when a driver has reached their maximum cash on hand amount so that I can take appropriate actions for the situation.

Max Cash on Hand feature is located on the Settings-Advanced Settings -Driver App Behavior

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You can set the maximum amount of cash a Handler may have on hand.

  • The notification pops up with noise to let Dispatcher know that Handler is over their Max Cash Allowed

  • The notification contains the following details:

    • Notification Name (Max Cash on Hand Reached)

    • Cash Allowed (Max Cash configured in Admin Setting)

    • Cash on Hand (Amount driver actually has)

    • Driver Name

    • Driver ID

    • Driver Phone

Cash Management Options

Navigate to your Settings

  • Enable Default Cash Flow - as a Merchant you can enter the default value when floating cash to your driver.  You can always edit this value for each cash float. 
  • Pay Incentive on Cancel -  as a Merchant you can choose whether you want to pay Incentives to a driver, even if the order is canceled.  Check the Incentive page here Incentives.
  • Accepted Payment Methods at Delivery - as a Merchant you can choose which payment methods are admissible to your business. You can select one or all of them. 

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API Tips

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