Help CenterMerchants

Payment terms, credit and settlement

Admin portalMerchantsUpdated today

Decide how a merchant pays, how much credit they have, what fees they carry and when they are settled.

Before you start
  • Your role has the Edit merchant settings permission. Bank details need View bank details and Edit bank details.
1

Open the Settings tab

All of a merchant’s settings are on one page.

Merchants › Sahab FashionSample screen
1
OverviewOrdersSettingsActivity
2
Contact
Payment & credit
Settlement
Order form
Pricing
Box types
Team & access
Merchant portal pages · Store integrations
Unsaved changesDiscard3Save changes
  1. The Settings tab. All of a merchant’s settings are on one page.
  2. The cards flow in two columns: contact, payment and credit, settlement, order form, pricing, box types, team and access, portal pages and store integrations.
  3. Save changes saves every change at once. A message says “Changes saved · Logged in Activity”. If you leave the page with unsaved changes, Fleetics asks “Discard unsaved changes?”.
2

Update the contact details

Keep the people you call up to date.

Merchants › SettingsSample screen
Contact
Reem Al-Qahtani
+966 55 300 1122
[email protected]
[email protected] 🔒
  1. Contact email. An address you can change. It is separate from the login email. A wrong address shows “Enter a valid contact email”.
  2. Login email. The merchant’s portal login. It is locked and cannot be changed.
3

Set the payment terms and credit

This is where you decide how the merchant pays.

Merchants › SettingsSample screen
Payment & credit
CashCreditBoth
Deduct from totalInvoice
75,000 SAR Unlimited
4Used now: SAR 61,200
CreditCash
SenderRecipient
  1. Payment terms. Cash, Credit or Both. Cash: every delivery charge is collected in cash and there is no credit balance. Credit: charges are billed to the account (COD orders are still allowed). Both: Credit or Cash is chosen on each order.
  2. Billing mode (Credit and Both). Deduct from total (the default) takes the charges from the merchant’s COD at settlement and uses the credit limit. Invoice (Daily, Weekly or Monthly) bills the charges on an invoice, has no credit limit and pays the COD out in full.
  3. Credit limit (with Deduct from total). A limit or Unlimited. Over the limit, new orders are blocked and the merchant stays Active. Orders from the API or a store go to Order Issues as “On hold: credit limit” until released.
  4. Used now. How much of the limit is used: what the merchant owes plus the charges of open credit orders.
  5. Default charge type (Both only). Credit or Cash, pre-selected on new orders.
  6. Default payer (cash charges). Sender or recipient, pre-selected on new orders.
4

Set the fees

Fees are set for each merchant.

Merchants › SettingsSample screen
Payment & credit
% of CODFixed 1.5
2 %
  1. COD fee. A percentage of the COD or a fixed amount, charged to this merchant on its COD orders. It is set for each merchant; there is no company-wide default. VAT applies when your company VAT is on.
  2. Card payment fee. A percentage of the amounts this merchant’s customers pay by card at the door (the bank’s fee), charged to the merchant. From 0 to 10 %. Leave it empty to use your company’s fee (set in Settings › Finance & VAT). VAT applies when it is on.
Activated by FleeticsYour country, currency and VAT are set by Fleetics when your account is created. Contact Fleetics to change them.
5

Add the bank details

Bank details are optional. They are protected, because they decide where money is paid.

Merchants › SettingsSample screen
Bank details
National Bank
•••• 7519
Waha Trading Co
  1. IBAN. Viewing the bank details is logged. When you change them, the merchant gets an email with the last four digits of the new IBAN and who changed it.
  2. Account holder’s name. Required whenever an IBAN is entered.
6

Choose how the merchant is settled

Fleetics records settlements. It never moves money.

Merchants › SettingsSample screen
Settlement
AutomaticManual
Weekly ▾
Sunday ▾
4View settlement →
  1. Statements. Automatic generates a statement on the cycle. Manual leaves it to you.
  2. Cycle (Automatic only). Daily, Weekly, Every two weeks or Monthly.
  3. On. The day, for weekly cycles.
  4. View settlement opens Finance › Settlements for this merchant.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

A merchant cannot push new orders.

Check the Credit tile on the Overview. Over the credit limit, new orders are blocked. Raise the limit, or wait until the merchant is back under it. Orders from the API or a store wait in Order Issues as “On hold: credit limit”.

What counts as credit used?

What the merchant owes, plus the charges of their open credit orders.

How is the balance worked out?

The COD held for the merchant minus the charges owed. A shortfall carries forward to the next settlement.

Who can see the bank details?

Only roles with the View bank details permission. Every view is logged, and a change emails the merchant.

Can I set one COD fee for all merchants?

No. The COD fee is set for each merchant. The card payment fee follows your company’s fee when you leave it empty.

Related guides

Add a merchantOrder form, order IDs, box types and pricing
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On this pageOpen the Settings tabUpdate the contact detailsSet the payment terms and creditSet the feesAdd the bank detailsChoose how the merchant is settledCommon questions