Does EasyRoutes support collecting Cash On Delivery (COD)?
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
You can take advantage of the Proof of Delivery and/or Driver Tasks feature, paired with route exporting to effectively track any collected COD payments:
- How do I attach proof of delivery?
- Drivers can use the "Add note" button and manually input any COD payments collected for each stop.
- Route planners can update their settings (EasyRoutes Settings -> Driver Settings) to require a driver to enter a note before marking a stop as delivered or attempted, so that drivers must confirm that they've collected a payment:
- Driver Tasks
- Adding a number input-type Driver task can prompt drivers to input any COD collected for a stop before marking the stop as delivered.
- How do I export routes/stops?
- Exporting stop data for a route and including Price, Proof of delivery, and Individual task items (shown below) will provide a spreadsheet format of all stops on a route including their total prices, as well as any Proof of Delivery notes or payment collected via Driver Tasks by drivers while delivering:
While EasyRoutes does not directly integrate with updating payment status for an order, or handle payment collection directly within the EasyRoutes Delivery Driver app, we do integrate to read an order's payment status.
To view payment statuses on the Orders page, access your Configure table columns settings using the button highlighted below:
Ensure that the Price Column checkbox is enabled in the panel that appears; optionally, enable the Payment status column from here as well for quick reference to each order's current payment status. Click Done when finished:
To view payment statuses on the Routes page, ensure that the Price Column checkbox is enabled in your EasyRoutes Settings > General tab, within the Route page options section:
To provide drivers access to view payment statuses for individual stops within the Delivery Driver mobile app, you'll need to update two settings:
- Ensure that the Price and Payment status column checkboxes are enabled from your Configure table columns settings (shown above);
- Ensure that the Hide price for orders checkbox is NOT enabled in your EasyRoutes Settings > Driver settings tab, within the Driver app settings section:
Depending on your workflows, Shopify Flow can also be used to automate marking an order as paid. In the simple Flow example below, when an order is fulfilled (i.e. marked as Delivered, based on EasyRoutes settings), it will also be marked as Paid within the Shopify Admin:
Shopify Flow templates are highly customizable, and can be fine-tuned with additional checks, triggers, or steps in order to suit your particular delivery workflows.
EasyRoutes for Web
You can take advantage of the Proof of Delivery and/or Driver Tasks feature, paired with route exporting to effectively track any collected COD payments:
- How do I attach proof of delivery?
- Drivers can use the "Add note" button and manually input any COD payments collected for each stop.
- Route planners can update their settings (EasyRoutes Settings -> Driver Settings -> Proof of delivery section) to require a driver to enter a note before marking a stop as delivered or attempted, so that drivers must confirm that they've collected a payment:
- Driver Tasks
- Adding a number input-type Driver task can prompt drivers to input any COD collected for a stop before marking the stop as delivered.
- How do I export routes/stops?
- Exporting stop data for a route and including Price, Proof of delivery, and Individual task items (shown below) will provide a spreadsheet format of all stops on a route including their total prices, as well as any Proof of Delivery notes or payment collected via Driver Tasks by drivers while delivering:
