====== How to Use Shopee Payment Reconciliation ======

===== 1. Introduction =====

As a marketplace seller, we expect that marketplaces would pay us accordingly and on time. However, it will be a sleepless night when you find out that you were not paid correctly and there’s a contradiction in your payout. Now, SiteGiant’s Payment Reconciliation would reconcile your extra shipping charges from marketplaces.

{{ :home:demo:sitegiant:getting_started:sales_channels:shopee_payment_reconciliation.mp4?direct 800 |Shopee Payment Reconciliation}}

Shopee Payment Reconciliation is a useful app to help you keep track of any extra shipping charges made by marketplaces. Let’s go through the guidance below. \\ \\ 

----
 \\ 
===== 2. Accessing and Enabling Shopee Payment Reconciliation =====

**Step 1:** Go to **Apps > Marketplaces**, then click on **Shopee Payment Reconciliation**.

{{ :home:demo:sitegiant:getting_started:sales_channels:apps_marketplace.mp4?direct 800 |Shopee Payment Reconciliation}} \\ 

**Step 2:** Select the reports you wish to analyze.

{{:home:demo:sitegiant:getting_started:sales_channels:reports.png?direct 800|Reports}} \\ \\ 

**Step 3:** **Enable** the **Last Sync** data at the top right to ensure the payment reconciliation data is retrieved daily.

📌 **Note:** For first time users, kindly allow 24 hours for the data to sync back after enabling Last Sync.

{{:home:demo:sitegiant:getting_started:sales_channels:last_sync.png?direct 800|Last Sync}} \\ \\ 

----
 \\ 
===== 3. Types of Reports =====
==== I. General Report ====

**Step 1:** In the General Report, you can filter the orders which have been paid or unpaid by Shopee.

{{:home:demo:sitegiant:getting_started:sales_channels:general_report.png?direct 800|General Report}} \\ \\ 

**Step 2:** For example, you can filter the Shopee order which already completed, but still unpaid by Shopee.

{{:home:demo:sitegiant:getting_started:sales_channels:filter.png?direct 500|Filter Shopee Order}} \\ \\ 

**Step 3:** Thus, the result will show all the completed Shopee orders which are still unpaid (no Income Amount).

{{:home:demo:sitegiant:getting_started:sales_channels:no_income_amount.png?direct 800|No Income Amount}} \\ \\  

**Step 4:** Or else, you can filter the paid order result to check on the Income Amount or more information at Summary.

{{:home:demo:sitegiant:getting_started:sales_channels:filter_paid_order_result.png?direct 800|Filter Paid Order Result}} \\ \\ \\ 

==== II. Shipping Fee Report ====
**Step 1:** In the Shipping Fee Report, you can filter the order that has overcharged shipping fees by Shopee.

{{:home:demo:sitegiant:getting_started:sales_channels:shipping_fee_report.png?direct 800 |Shipping Fee Report}} \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ 

**Step 2:** Select the order date, and insert an amount for the overcharged minimum value you can accept.

{{:home:demo:sitegiant:getting_started:sales_channels:overcharged_minimum_value.png?direct 500|Overcharged Minimum value}} \\ \\ 

**Step 3:** The overcharged shipping fees will be shown in **RED** under the Different Amount.

{{:home:demo:sitegiant:getting_started:sales_channels:overcharged_shipping_fees.png?direct 800|Overcharged Shipping Fees}} \\ \\ 

**Step 4:** The details of Shipping Fee (paid by buyer), Shopee Rebate, and Shopee Charged shipping fee are all stated clearly.

{{:home:demo:sitegiant:getting_started:sales_channels:details_of_shipping_fees.png?direct 800|Details Of Shipping Fees}} \\ \\ 

**Step 5:** Go to the **More (…)** button at the right-top, and choose **‘Export Report‘** to download the result into excel file format.

{{:home:demo:sitegiant:getting_started:sales_channels:export_report.png?direct 150|Export Report}} \\ \\ \\ 

==== III. Transaction Report ====

**Step 1:** In the Transaction Report, you can filter the order which has overcharged in the transaction fees.

{{:home:demo:sitegiant:getting_started:sales_channels:transaction_report.png?direct 700 |Transaction Report}} \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ 

**Step 2:** Select the order date, and insert an amount for the overcharged minimum value you can accept.

{{:home:demo:sitegiant:getting_started:sales_channels:overcharged_minimum_value2.png?direct 800 |Overcharged Minimum Value}} \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\

**Step 3:** If there is overcharged transaction fees, it will be shown in **RED** under the Different Amount.

Note: All good if the order has no different amount or is in **green** color.

{{:home:demo:sitegiant:getting_started:sales_channels:overcharged_transaction_fees.png?direct 800 |Overcharged Transaction Fees}} \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ 

==== IV. Commission Report ====

**Step 1:** At the Commission Report, you can filter the order which has a commission fee that is charged extra.

{{:home:demo:sitegiant:getting_started:sales_channels:commision_report.png?direct 800 |Commission Report}} \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ \\ 

**Step 2:** Insert the commission rate of Shopee charged, e.g. 2.12%. Then, insert an amount for the overcharged minimum value you can accept.

{{:home:demo:sitegiant:getting_started:sales_channels:commision_rate.png?direct 800|Commission Rate of Shopee}} \\ \\ \\ 

**Step 3:** If there are overcharged commission fees, they will be shown in **RED** under the Different Amount. And if there are no overcharges, the Different Amount will show in **GREEN** color.

{{:home:demo:sitegiant:getting_started:sales_channels:overcharged_commision_fees.png?direct 800|Overcharged Commission Rate}}