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Navigating the View Settlement page

An overview of the View Settlement page

Daniel Little avatar
Written by Daniel Little
Updated over a week ago

Sometimes you might want to view the detail of a settlement before you send it to your bookkeeping platform.

Starting on the Dashboard page, choose the settlement you want to review and click the view icon as shown below:

You can view the settlement detail before sending it, on the view settlement page.
Choose the settlement you want to review and click the view option from the action menu as shown below:

Click the βŒ„ icon to show the full breakdown of an invoice as shown below:

Once you are happy you can click back to return to the settlements page to send the entire settlement to your bookkeeping platform.

πŸ‘‰ Tip: If you click the "Send Invoice" buttons on the view settlement page, you are only sending individual parts of the settlement.

This can be useful if, for example, you have a settlement that spans two months as those settlements are broken down into 2 summary invoices (one for each month):

In the screenshot above you will see that instead of sending the entire settlement you could also choose to only send the April or May part of it should you wish to.

What if I am using the Cost of Goods Sold Tracking?

If you are using our COGS tracking feature, by default when you send a settlement from the dashboard or using the auto post feature, we will also send your COGS bills too.

If you want to view your COGS bills before sending them you can do so by viewing the settlement and then clicking on the Cost of Goods Sold tab:

If you expand open a COGS bill you can check that the landed cost of each product SKU is accurate and update it if needed as shown below.
If you need to change the currency of your landed costs or want to update all of your products in bulk you can do so from the Product Costs page.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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