Shipping & Delivery — settling with couriers

Employee viewThe parts of this screen only an administrator can use have been left out.Show them anyway

Where it is: Home
Shipping & Delivery
Who can open it: EveryoneEveryone. An employee gets Needs attention and Delivery; the Shipping tab — the inter-city companies — is administrator-only, and their Needs attention lists delivery couriers only.
Tabs: Needs attention
Shipping
Delivery
What it writes: A settlement against each selected order
One cash registry entry per settlement — income when they pay you, an expense when you pay them
The courier’s running balance

Shipping and delivery are one screen

They are stored as one collection and split by a single flag, so they share one balance calculation, one profile and one settlement. The tabs state the difference in words rather than making you infer it:

Tab	Scope
Needs attention	Every courier and shipping company carrying money in either direction
Shipping	Inter-city shipping companies — orders sent to other governorates. Administrator-only
Delivery	Local couriers — same-city delivery. Fees are flat per drop

Reading the list

Column	Means
Courier	Their name
Open orders	How many are unsettled
Oldest open	The age of the oldest — a courier at 40 days is a different problem from one at 2
Net balance	Who is up, and by how much
Actions	Settle and Open profile

A balance runs in one of two directions, and the screen names both:

Due to store — they collected cash for you and have not handed it over.
Due to courier — their fees exceed what they are holding.
Cancels out — both sides reach the same total. Settling them books no money at all.

Filter by Owed to (Everyone · Store · Courier · Settled), by Min. balance, and by Shows (All couriers · Has open orders).

Settling with a courier

Open the settlement
1. Home
2. Shipping & Delivery
3. a courier row
4. Settle
Or open the profile first if you want to see the orders before deciding.

Read the two sides

The panel splits the balance into its parts, and the words are the app’s own:

Line	Means
Cash they collected	Money the courier took from your customers
Fees & commission	What you owe them for carrying it
Net outstanding	The difference, labelled In the store’s favour or In the courier’s favour

Two tabs list the orders behind each side — They owe the store and The store owes them — plus Settled history for what is already done.

Choose what you are settling
Two ways, and the panel offers both:
- Settle everything — everything open with this courier. It states Receiving … and Paying … before the button, and says they balance — no money changes hands when the two cancel out.
- Tick individual orders and press Settle selected. Use this when the courier is handing over part of what they hold.
Say where the money lands
Branch / safe — which safe receives the cash, or pays it out. Transaction type confirms the direction in words: Incoming — courier pays the store or Outgoing — store pays the courier.
This moves money
Confirming writes one cash registry entry for the settlement — income into that safe when they pay you, an expense out of it when you pay them — and closes the settled orders. The courier’s balance moves by exactly the same amount.

Orders that cancel out

When a courier’s collections and fees are identical, the app offers to close both sets in one action — These orders cancel out exactly … settling them books no money at all — with Settle both sets. It is bookkeeping, not a payment.

Undoing a settlement

Revert on a row in Settled history reverses it — the orders go back to open and the cash entry is reversed.

A manual entry

Manual entry records a settlement that has no orders behind it — a courier paying off an old balance, a fee agreed outside the order flow. It asks what is being settled, the direction, the amount and the safe.

Where the amounts come from

Nothing on this screen is typed into it. Each figure originates in an order:

On the order	Becomes
Shipping company collects / Delivery driver collects in Add Order	The courier is recorded as holding that money
A settlement done from Current Orders without ticking collected now	The amount stays on the courier’s balance to be reconciled here
The shipping price on the order, against the company’s own rate	The fee side of the balance

That is why Current Orders tells you, in those words, settle it in Shipping/Delivery when an order’s money belongs to a courier rather than to the till.

Exports

Button	Gives you
Export couriers	The list, as CSV
Export statement	One courier’s full statement — every order, both directions, and what is settled

A statement is what you print and hand over when a courier disputes a number.