COD: Cash on Delivery
How to add Cash on Delivery (COD) details to deliveries, collect payment in the driver app and track returns in the COD report.
Updated
The Cash on Delivery (COD) option offers a convenient way to provide goods to customers without requiring advance payment via credit card. COD deliveries allow business owners to collect payment directly from customers upon delivery, either in cash or by check.
To use this service, please contact us at support@lionwheel.com.
Setting The COD Details
The COD details for the driver to collect can be set when creating a new delivery or editing an existing one in the system. Type in the amount and type of COD (cash, cheque, credit card or bank transfer; for a cheque, also enter the clearing date).
After entering the COD details, COD fields are added to the delivery page.
You can update the COD status to indicate whether it has been returned by the driver. You can then generate COD returns to companies through Reports => COD Report.
Adding a COD column to the Deliveries page
On the Deliveries page, click Columns and turn on COD (and, if you like, COD Type).
COD in the Driver App
On the main screen in the app, COD deliveries assigned to the driver will be marked with a ’$’ symbol. Within the delivery page, you can see the amount and type to be collected.
When the driver arrives at the customer’s location for delivery, pressing the “Done” button will trigger a reminder pop-up to collect the money.
COD Report
This report offers multiple functionalities for managing COD deliveries. You can update the COD status of each delivery (Not returned, Returned by driver or Returned to company), export and print summary reports, and monitor collection progress through a bar showing collected amounts versus total due. Additionally, the report allows you to generate return documents for companies as needed.
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Generate a COD return document and print a signature document confirming receipt of money from the company: click COD documents (you can also get there from Documents => COD documents), then click New document.
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Select the company and period for which you want to generate the document.
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Choose the deliveries for which you want to generate the document and click Create document.
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After creating the document, you can print it, send it by email, export it to Excel, add deliveries, delete the document, or close it when all money has been returned to the company.
