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How to do a Settlement

Close out the day — reconcile all orders, payments, and deposits in one step and clear the device for tomorrow.

Steps
MultiRoute
Settlement
1
Tap Settlement from the Main Menu
Available at the end of your route day
What you see
  • Main Menu tile grid — Settlement tile in the second row
What to do

Tap the Settlement tile to open the settlement screen.

When to settleSettlement is done at the end of your route day. It is recommended to sync before settling so the office already has your data — but settlement itself includes all completed transactions, whether synced or not.
Settlement
2
Review the Settlement totals
SETTLEMENT tab — all synced, unsettled transactions
What you see
  • Sale Totals — number of orders and total amount
  • Collection Totals — total payments collected
  • Deposit Totals — total deposits recorded
  • Details section — grouped by customer; each Order, Payment, and Deposit with a green sync checkmark (✓)
What to do

Review the totals to confirm everything is accounted for. When ready, tap the → arrow in the top-right corner to proceed.

Green checkmarks in DetailsEach item with a ✓ is a completed transaction included in this settlement. Both synced and locally-saved transactions appear here — sync before settling so the office already has the data.
Settlement
3
Confirm the settlement
Tap OK to finalize — this cannot be undone
What you see
  • Confirm dialog: "Finalize Settlement Transaction?"
  • CANCEL and OK buttons
What to do
  • Tap OK to finalize the settlement
  • Tap CANCEL to go back and review again
This action is finalOnce you tap OK, all included transactions are marked as settled. The settlement report is generated and the Settlement tab clears. This cannot be undone.
Settlement
4
Settlement report
Print, PDF, or share the end-of-day summary
What you see
  • Full settlement report: company name · route · date
  • Summary: Sales total · Payments · Cash vs Check breakdown · Deposit total
  • ORDER section: customer · order # · quantity · amount
  • PAYMENT section: client · receipt # · cash / check split
  • DEPOSIT section: cash and check deposit details
  • Action bar: print · PDF · share icons
What to do
  • Print on a Bluetooth printer, export as PDF, or share via email
  • Deliver a copy to your supervisor or drop it at the office
Settlement
5
HISTORY tab — completed settlements
Record of every settlement you have done
What you see
  • App automatically switches to the History tab after settlement completes
  • Each row: Settlement label · Date
  • Settlement tab is now empty and ready for the next day
What to do
  • Tap any row to view or reprint a previous settlement report
  • You are done for the day
After settlementOld transaction history is cleared from the device (based on company settings). The office receives the settlement record on your next Sync.
✅
Settlement complete!
All transactions settled. The device is cleared and ready for tomorrow.