Overview:
When you need to locate missing payouts in your Webgility Desktop app, you can download them using either the Payout ID or Date Range method. This guide specifically covers downloading payouts for Shopify stores.
Payout downloads are needed when:
Previous payouts are missing from your records.
You need to reconcile specific payment periods.
Historical payout data needs to be accessed.
Follow these steps to download your payouts through Webgility -
Step-by-Step Download Process:
After accessing Webgility, click on the "Orders" tab, then select "Shopify" and finally click on "Payout" as shown in the screenshot -
There are two Download Methods Available:
01. Download by Date Range:
Click Get Payouts dropdown
Select the By Range option
Enter start and end dates in the popup
Confirm to download payouts
02. Download by Payout ID:
Click Get Payouts dropdown
Select the By ID option
Locate the Payout ID in the Shopify URL
Enter ID to download specific payout
Once your payout is successfully downloaded, it will show up under the Pending tab.
Important Notes:
Ensure correct date range selection
Verify Payout IDs carefully
Check the Pending tab for downloaded payouts
Need Help? If you experience any issues downloading payouts or need assistance locating specific payments, please contact Webgility Support.