Payout types

Summary: The payout type records how the settled amount is paid out — Cash, Check, or To Follow.

Before you begin

• The payout type is part of the settlement and is required to submit it.
• It's set after the amounts are calculated from splits and retained-by choices.

How it works

Once the settlement has worked out each party's amount due, the payout type records how that money changes hands. It's a record-keeping field — it doesn't change any of the calculated amounts — and it appears on the settlement and the settlement PDF. There are three options:

• Cash — the payout is settled in cash on site.
• Check — the payout is settled by check.
• To Follow — the amount is agreed now but paid later; use this when payment is settled after the event.

The payout type you choose is shown alongside the amounts on the signed settlement, so both parties have a clear record of the agreed method.

Where to configure it

In Shopify Admin

The payout type is chosen at the POS as part of the settlement, not in the event form. After a settlement exists, you can see the Payout Type in the Settlements list and on the settlement PDF in Admin.

On the POS

Set it on the Settle event screen, under the Retainees section: tap Payout type and choose Cash, Check, or To Follow. It's required before the settlement can be submitted.