COD Settlements
COD Settlements track cash collected by a driver or external provider and reconcile it against the order.
Use this page when the delivery payment collection channel is driver COD or provider COD.
Collector Types
| Type | Meaning |
|---|---|
| Driver | Internal driver collected COD. |
| Provider | External courier provider collected COD. |
Settlement Statuses
| Status | Meaning |
|---|---|
| Pending | Settlement exists but has not been declared or reviewed. |
| Declared | Collected amount was submitted. |
| Disputed | There is a mismatch or issue needing review. |
| Resolved | Dispute was reviewed and resolved. |
| Reconciled | Finance confirmed the settlement values. |
| Finalized | Settlement was finalized and posted to the order. |
Common Workflow
- Delivery with COD is completed.
- Driver or provider declares the collected amount.
- Finance compares expected amount with declared amount.
- If values match, finance reconciles and finalizes.
- If values do not match, finance marks the settlement disputed.
- Finance adds a resolution note and resolves or adjusts the settlement.
- If a finalized settlement later needs correction, finance adds a finalized correction.
Important Amounts
| Amount | Meaning |
|---|---|
| Expected Amount | Amount that should have been collected for the order. |
| Declared Amount | Amount reported by driver or provider. |
| Variance Amount | Difference between expected and declared amount. |
Corrections
Corrections are used when finalized COD settlement history must stay intact.
Correction types:
| Type | Meaning |
|---|---|
| Additional Payment | More money was collected or needs to be posted. |
| Refund | Money needs to be reversed or refunded. |
Use corrections instead of silently editing finalized settlement records.
Best Practices
- Reconcile COD settlements daily.
- Require clear notes for disputes.
- Finalize only after money has been verified.
- Use corrections for post-finalization changes.
- Review COD settlement data before finance close.
Troubleshooting
Settlement cannot be finalized
Check:
- Settlement is in a valid status.
- Linked order is not cancelled or financially reversed.
- Variance was resolved or accepted by finance.
- User has the correct permission.
Declared amount is wrong
Use the dispute and resolution workflow before finalization. If the settlement is already finalized, use a finalized correction.