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Payouts (Shopify only)
Payouts Add-on - Destination store side
Payouts Add-on - Destination store side

How to generate payouts?

Claudia avatar
Written by Claudia
Updated over a week ago

Payouts is currently only available for Shopify accounts.

With the Payouts add-on, you can generate payouts to keep track of payments and invoices made to your connected stores.

Add-on Pricing and Activation

  • The Payouts add-on is $9 per month.

    • To use Payouts, you'll also need to have the orders add-on activated.

  • Check out our pricing page for more details.

The payout feature is meant as a recording/keeping track. Syncio does not touch payment; the payment itself doesn't get pushed to the Source store.

Payouts checklist

Syncio requires the following conditions to be met before you can include an order in a Payout:

  • Assigned at least a default commission rate in the Payout Settings page

  • The source store has marked your pushed orders as "fulfilled" on Shopify. Only fulfilled orders are eligible to be included in a payout.

1. Setting up commissions

The first step is to assign a commission to let Syncio know how much you need keep as your share of the sales from synced order.

  1. Click into Payouts (from the navigation bar) and click on settings

    click into Settings (from the navigation bar) and then Payouts Settings

  2. On the Payouts Settings screen, you'll see 3 options to set a commission:

    1. Your Store Default

      1. Sets a default commission for Syncio to use. Saves you time from needing to set a commission for every source store.

    2. By Store

      1. Set commission for each store. Useful if you have different commissions for each source store.

      2. Note if you've set a Store Default commission you don't need to set a commission for all stores. Syncio will use the default if a store doesn't have a commission set.

    3. By Product

      1. Set commission based on individual products.

Pro tip #1 - Syncio will use the following prioritization for commissions rates:

  1. Product = 1st

  2. By store = 2nd

  3. Store default = 3rd

For example if you have set a store specific commission but no product specific commission. Syncio will use the By store setting instead of the store default

Pro tip #2 - Once the commission is updated, a record of the update will be recorded in the Activity Center for future reference.

2. Payouts Page

On the Payouts page you'll find three tabs which sorts eligible orders and payouts at various stages.

  1. Payable orders tab

    1. Allows you to view and sort payable orders pre-sorted by source stores.

    2. Clicking into a store will bring up a list of available orders for that store.

    3. From here you can select orders (single or in bulk) to generate a payout.

  2. Unpaid tab

    1. A payout will appear here if it has been created but hasn't yet been marked as unpaid.

    2. This allows you to keep track of payouts you need to pay the source store all in one place.

    3. Clicking on the [Mark as paid] button will send the payout to the [Paid] tab

    4. You can click into [Manage Payout] to check details of the payout as well as access to:

      1. Notes and comments for the payouts

      2. Delete the payout if required.

  3. Paid tab

    1. A payout will appear here if it has been created but hasn't yet been marked as paid.

    2. You can click into [Manage Payout] to check details of the payout as well as access to:

      1. Notes and comments for the payouts

      2. Delete the payout if required.

    3. Use this tab as record of any Payout you have sent a payment for.

3. Generating Payouts

  1. To start creating Payouts, click into the Payouts button on the navigation bar. If a source store has fulfilled one of your pushed orders.

    The order will be available for Payouts creation under the Payable Orders tab.

    Clicking into the store you want to create a payout for, will bring up a list of available orders.

    You can pick single or bulk select orders by clicking on the check boxes on the left.

    Click on the [Create Payout] button after you're happy with your selection. Syncio will also auto calculate a payout preview on the top of the page.

  2. In the Create Payout form, you'll have access to three basic functions to create a payout.

    Note, the amount due is calculated from the Tax inclusive amount from your Shopify orders and then whichever commissions setting you have created in Syncio.

    A. "add another line item" - This feature is useful if you need to make a manual adjustment to your payout. For example: if you need to remove taxes or if you want to make an adjustment for shipping costs.

    Note, adjustments can be a negative or a positive value.

    B. "Create" - This creates the payout but with the Payment status marked as "Unpaid". You can mark unpaid payouts as "paid" later.

    C. "Create and mark as paid" - Creates a payout with the status already marked as paid. Useful if you've already sent payment for your payout and just need Syncio keep a record of it.

    Paid payouts can be found in the "Paid" tab.

    3. In the payouts form you can also check specifics of orders grouped for the payout you wish to create.

    Scrolling down to the "Orders Invoiced" section provides 3 options.

    A) Expand and collapse an order to check products within an order
    B) "Add Orders" - Opens up a window to allow you to add extra orders to this payout.
    C) "Trash can" - Removes the order from the payout.

Pro tip: every payout created will be assigned a unique payout ID, this reference can be used to simplify communications with your source store partner.

4. Managing Payouts

  1. Payouts are available to manage within the "unpaid" and "paid" tabs depending on the payment status set.

  2. To manage payouts click into the "Manage Payout" button for the payout you want to look into.

  3. Whilst in the manage payouts page you can:
    A) "Delete" a payout. This releases all the orders within the payout back into "Payable" orders and allows you to create a new payout with these orders.
    B) "Mark as paid" or "Mark as unpaid": These statuses will help you keep track of which payouts you have sent payment for.

5. Comments, notes and events

Whilst managing a payout, you are also able to add a comment/ note to the payout. This will be visible to your source store partner.

They can also leave a message for you to check.

Important payout events such as when a payout has been marked as paid will also be recorded here too.

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