Merchant guide
Learn onboarding, operations, redemption, and settlement workflows.
Earnings and transactions
User-level navigation only—fees, tax reporting, and settlement timing follow your contract and Legal.
Description
Finance / owner: use this for daily cash proof, not as tax advice. Manager: you may get read-only views for shift-level sales—ask your org.
Steps
- Open Earnings or Transactions from Me or a money icon—label varies by build and brand scope.
- Select store or brand context if prompted—misaligned context is the #1 “missing money” report; see Store selector.
- Set date range to Today for closeout, or custom for month-end.
- Scroll the ledger: each row should show type (redemption, refund, fee, tip, adjustment), amount, status, and reference.
- Tap a row for detail—capture screenshots without customer PII when escalating to accountants.
- Use export if available through approved channels only—many franchises forbid sending CSV from personal email.
- Compare net lines to your bank deposit labels—allow posted lag per Legal SLA windows before opening a ticket.
Screenshot: row detail with status pill.
If something goes wrong
- Expected row missing: check if event is still Pending (refund in flight) or filtered out by type toggles.
- Amount off by a few cents: rounding and FX (if applicable) per contract—do not hand-adjust books from the app alone.
- Large negative surprise: open Support chat with order IDs, not emotive language alone.