How to do COD Reconciliation of Your Shipments in eShipz Account in new UI?

COD Reconciliation helps businesses accurately track and reconcile Cash on Delivery (COD) payments received from carrier partners. It ensures that the COD amount collected by the carrier matches the amount remitted to the merchant, making it easier to identify discrepancies and manage settlements.

This article explains how to perform COD reconciliation in eShipz by uploading the carrier's COD remittance sheet.

Please note: This feature is available under a paid plan. To enable it for your account, kindly get in touch with our Sales team.

Follow the steps below to upload a COD remittance sheet:

Step 1: Log in to your eShipz account.
Step 2: Navigate to Settings → Reports & Finance.

Step 3: Click Upload COD Sheets.

Step 4: Select the appropriate Carrier Template.

a. If the required template is available in the drop down:

• Choose the appropriate template from the Select Carrier drop-down list.
• Click Select File and choose the COD remittance sheet received from the carrier.
• Click Upload.
  

b. If the required template is not available in the drop down:

• Click Download Template.
• Populate the downloaded Excel template with the required COD remittance data.
• Select Others under the Carrier field.
• Click Select File and choose the completed template.
• Click Upload.

Step 5: Once the upload is successful, a confirmation message will be displayed.

Step 6: Click Go to COD Remittance Report to view the uploaded records.

Step 7: The uploaded COD remittance data will be available in the COD Remittance Report, where you can review and track the uploaded entries.

Step 8: After successful processing, the shipment status under Tags will change from Unpaid to Paid in shipment page.

Note: You can view all uploaded COD sheets on the COD Remittance Report page. Select the required date range and click Fetch Data to view the uploaded records.

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