You can gain valuable insights into your business with financial reports. This article covers everything you need to know about DoorDash financials like activating daily payouts, getting paid for canceled orders, and how to get DoorDash financial statements.
Who has access to my financial information?
Any user with Admin or Manager access to the Merchant Portal will be able to export this data for all stores they have access to. If a user is not an Admin or Manager, and they do not have access to a given store, they will not be able to export the financial data.
How to use the report builder to view your DoorDash financials
Viewing and analyzing your reporting data can help you learn where your restaurant is currently performing the best and what could be improved. Follow the steps below to access your data:
Log in to the Merchant Portal.
Select Reports in the left column navigation.
Select Create report.
Choose Financials and as the report type, select One-time report or Recurring schedule.
If you selected One-time report, you can customize your report by payout date or by date range. When choosing the date range, select the day before and after the data you want to be included. This ensures no data is left out.
If you selected Recurring schedule, choose Weekly or Monthly.
In addition, Choose information to include will appear. In this section, you can choose the type of data you would like to view from the below:
Transaction breakdown: A granular breakdown of transaction data for comprehensive reconciliation and analysis, including additional detail on fees and taxes.
Cancelled not paid orders: This section includes information on orders canceled without payment, including original estimated subtotals, fees, and taxes.
Payouts: Overview of total transaction subtotals, fees, and taxes.
On the right, you can view your report summary. This includes which channels your report has, how many stores you’ve selected, and the time range of the report. It will also show the data you’ve chosen to view, including transaction breakdown, canceled and unpaid orders, and payouts.
Select Create report.
Once the report is complete, under “Action,” select the download icon
To view reports on your payouts, check out How to Understand Your DoorDash Payout and Monthly Statement.
How do I get daily payouts on DoorDash?
Daily Payouts is a feature that allows you to opt-in to receive daily payouts (excluding weekends) for sales completed on the DoorDash platform 3 days in arrears.
1. To opt-in to Daily Payouts, in the Merchant Portal navigate to the Settings section and Account Settings.
2. Within this window, scroll down to the very bottom and you will see a button called Get Daily Payouts
3. If you wish to opt-out, you can do so on the Settings section as well. You should see a button with the prompt to Opt-out of daily payouts which can be used to return to a weekly schedule.
What happens when an order is canceled?
Cancellations happen for a number of reasons. Whatever the reason is, the aim is to always compensate restaurant partners for meals they have prepared. Here’s how to determine whether or not you’ve been paid out for a cancellation:
1. Click on your Orders tab to view all your orders.
2. Click on the History tab to view historical orders.
3. Review the Status column for a brief description on if the order was delivered or canceled.
4. Click on the Order ID for the order of interest to open a pop-up with order and cancellation details.
5. Use the Status function to categorize orders by status type.
How to prevent Avoidable Cancellations
Avoidable cancellations are orders in which the cause of cancellation is something within your control. Customers are less likely to return when their order is canceled. Here are some of the ways to avoid order cancellation:
Ensure Correct Hours → Update hours in Portal, POS, or tablet
Ensure Menu is Up-to-date → Update in Portal, POS, or tablet
Accurate Prep Times → Update in tablet or POS
Confirm Orders ASAP → Quickly confirm orders in the tablet
If you've integrated your POS with DoorDash, read the articles below for more guidance on how to make updates that can help you prevent avoidable cancellations:
Some things to keep in mind: You are only paid for canceled orders when all of the following conditions are met:
Cancellation occurs after the merchant has successfully confirmed the order
The order has already been prepared
The merchant did not initiate or is not at fault for the cancellation
If you want to learn more, check out Understanding Canceled Orders on DoorDash.
Setting up your DoorDash financials in the Merchant Portal is vital for smooth payouts and gaining insights into your earnings and expenses on DoorDash.
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