When you receive payouts from platforms like Shopify, Synder compiles all transactions from that payout into a single summary when you have Per-Payout sync enabled.
Occasionally, on some platforms, payouts might not process as expected. This guide explains what happens in these situations and how to handle them using Synder.
Overview:
What happens when a payout fails
If a payout from platforms like Shopify doesn’t go through, Synder won’t generate a summary for that particular payout.
The absence of a summary for transactions linked to failed payouts in the connected integration means you won’t find them under the “Summaries” tab.
Steps to take in Synder
When a payout fails, an alternative is to enable the Daily Summary feature instead of sticking with the Per-Payout Summary. This adjustment allows Synder to compile all transactions of the day, including those from the failed payouts, into a summary of all transactions for a day.
Follow the steps to switch to the Daily Summary setting:
- Step 1. Go to Settings on the left-side menu.
- Step 2. Access the General tab and proceed to the ‘Summary period’ menu.
- Step 3. Change the summary period from the ‘Per-Payout’ mode to ‘Daily’.
Note: By switching to Daily Summary, Synder will update your summaries to collectively include all necessary transactions. Remember, the already synced summaries will remain unchanged unless they are rolled back and re-synced.
In essence, while the Per-Payout Summary mode provides an efficient synchronization method, opting for Daily Summary serves as a reliable alternative to guarantee thorough financial reporting, even when faced with payout issues.
Reach out to Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!