How to Manage Rider Payouts & Settlements?

If you rent gear to gig-economy riders who earn from delivery platforms (Zepto, Blinkit, and the like), you often need to do two things at once: pay each rider the earnings a platform hands you to distribute, and recover the rent they owe you out of those same earnings. The Rider Payouts hub keeps both sides in one ledger, so you always know what is payable to each rider, how much rent you have recovered, and the net cash that actually leaves your account.

Rider Payouts is a 3PL / fulfillment feature. It only matters if your business collects rider earnings from delivery platforms and rents equipment to those riders. A “rider” is just a customer of an end-client (3PL) type, with one or more platform Client IDs on their record.

Who Can See It

Rider Payouts lives under Collections → Rider Payouts in the left navigation.

• It appears only for organizations subscribed to the Accounting & Financials module.
• Viewing requires the payments read permission (or a dedicated rider-payouts read permission).
• Recording payouts, running Map & Settle, and reversing a settlement all require the payments write permission. Without it, the ledger is read-only.

Before You Start — Set Up the Rider

A payout has to be attached to a platform Client ID, so each rider must first exist as a customer with the right details:

1. Create (or open) the rider as a customer of an end-client / 3PL type.
2. On that customer, open the Client IDs tab and add the platform reference(s) — for example the rider’s Zepto rider code. Each Client ID captures the platform name and the rider’s ID on that platform.

Until a rider has at least one Client ID, you cannot record a single-entry payout for them (bulk upload will still match rows by the values in the file). See Managing Customers.

The Rider Payouts Hub

Open Rider Payouts to see every rider who currently has a payout balance. Two summary cards sit at the top:

Below that is the rider list with Rider, Mobile, and Payable columns. Use the tools to narrow it down:

• Search rider — type a name to filter the list.
• Only unpaid — tick this to hide riders who are fully settled.
• A rider showing Settled has nothing outstanding; a highlighted amount is still payable.

Click a rider’s name to jump to their full customer record, or click View to open their payout ledger inline without leaving the page.

Recording What a Platform Owes a Rider

There are two ways to bring payouts into Rentablez.

Option A — Bulk Upload (a whole platform file at once)

Best when a platform sends you one spreadsheet covering many riders.

1. From the hub header, click Bulk Upload.
2. Click Template to download the starter Excel file (rider-payouts-template.xlsx).
3. Fill one row per payout using these columns:

4. Click Upload payout file and choose your .xlsx.

Each row is matched to a rider by cpl_id + client_id and automatically recovers any rent that rider owes. The import result lists every row with a status of success, duplicate, or an error, plus the Gross, Recovered, and Net Payout it computed. Rows it cannot match are reported and skipped, and exact duplicates (same rider, client, date, and amount) are skipped so you can safely re-upload a file.

Header names are matched loosely — common spellings like amount, date, or rider are accepted — but cpl_id, client_id, and gross_pay must be present or the file is rejected.

Option B — Record a single payout

Best for a one-off correction or a rider you handle manually.

1. Open a rider with View, then click Record Payout.
2. Choose the Client ID (platform) the payout came from.
3. Set the Payout Date and enter the Gross Earning / Payout amount.
4. Add an optional Reference note, then click Record Payout.

Reading a Rider’s Ledger

The View drill-down opens the rider’s account. Across the top you get their live position:

• Rider Owes (collect) / We Owe Rider (pay) / Settled — the single net figure, colored by direction.
• Open Rent (lease) — unpaid rent invoices for this rider. Click it to expand the list of open invoices.
• Security Deposit Held — any deposit you are holding.
• Payout Payable — earnings you still owe them.

The net is worked out as Open Rent − Security Deposit Held − Payout Payable. Underneath, the Payout Ledger table lists every payout with its date, platform / Client ID, amount, a Paid or Payable status, which invoices it cleared, the settlement reference, and who recorded it.

Map & Settle — Recovering Rent, Paying the Rest

When a rider has payable payouts, Map & Settle reconciles them against the rent they owe — the same thing you would otherwise juggle in a spreadsheet.

1. From the rider’s ledger, click Map & Settle (enabled only when there is something payable).
2. On the left, tick the open rent invoices you want to clear (the rider owes these).
3. On the right, tick the payable payouts you want to use (you owe these).
4. Watch the summary update: Selected rent, Selected payouts, Applied to rent, and Net paid to rider.
5. Click Map & Settle to finish.

The selected payouts are applied to the chosen invoices oldest first, capped by the total payout. Whatever is left over is the net paid to the rider, and the settled payouts are marked Paid. Each Map & Settle creates one settlement record you can revisit later.

You don’t have to select any invoices. Settle payouts with no invoices chosen and the full amount simply becomes net paid to the rider.

The Settlements View

Click Settlements in the hub header to see every settlement across all riders. The KPI cards total the Settlements count, Total Payout, Applied to Rent, and Net Paid to Riders. The table lists each settlement’s reference, date, rider, payout count, and those same totals; search by rider or reference to find one.

Reviewing or reversing a settlement

Click View on any settlement (from this list or from a ledger’s Settlement Ref) to open Settlement Detail. It shows the payment reference, the rent invoices it cleared, and the payouts it settled.

If a settlement was a mistake, click Reverse Settlement (requires payments write). Reversing restores the invoices’ balances and puts those payouts back to Payable, so you can redo the mapping. A reversed settlement is tagged so it stays on record.

Note on Asset EMI / Financing. If you also finance the equipment you rent to riders, that lives in its own area and is covered separately — see Financing Overview & Setup.

Related Articles

• Financial Reports Overview
• How to Track Receivables & Aging?
• How to Send a Customer Statement of Accounts?
• How to Track Vendor Payables?
• Managing Customers
• How to Track Business Expenses?