Finance Overview
The Finance page is your financial command center. Track earnings, manage payouts, and download invoices and receipts.
Page Layout
The Finance page is organized into tabs:
| Tab | Description |
|---|
| Income | Revenue overview and earnings breakdown |
| Payout Setup | Configure your payout method and schedule |
| Payout History | View past payouts and their status |
Income Tab
Earnings Summary
| Metric | Description |
|---|
| Total Revenue | All-time successful payments |
| Pending Balance | Funds awaiting payout |
| Available Balance | Ready for withdrawal |
| Next Payout | Estimated next payout amount and date |
Revenue Breakdown
View revenue by:
- Time Period — Daily, weekly, monthly
- Product — Per-product revenue
- Currency — Multi-currency breakdown
Transactions
A detailed list of all transactions:
| Column | Description |
|---|
| Date | Transaction timestamp |
| Type | Payment, refund, or fee |
| Amount | Transaction amount |
| Currency | Original currency |
| Status | Completed, pending, or failed |
| Actions | View details, download receipt |
Payout Setup Tab
Payout Methods
Configure how you receive your earnings:
Bank Transfer
- Direct deposit to bank account
- Supported in 50+ countries
- 2-5 business days processing
Bank Account Setup
| Field | Required | Description |
|---|
| Account Holder | Yes | Legal name on account |
| Bank Name | Yes | Financial institution |
| Account Number | Yes | Bank account number |
| Routing Number | Yes (US) | ABA routing number |
| SWIFT/BIC | Yes (International) | International bank code |
Payout Schedule
| Schedule | Description |
|---|
| Daily | Automatic daily payouts (min $100) |
| Weekly | Every Monday |
| Monthly | First of each month |
| Manual | Request payouts manually |
Minimum payout amount is $100. Balances below this threshold accumulate until the minimum is reached.
Payout History Tab
Payout List
View all past payouts:
| Column | Description |
|---|
| Date | Payout initiation date |
| Amount | Payout amount |
| Method | Bank transfer |
| Status | Pending, completed, or failed |
| Arrival Date | Expected or actual arrival |
Payout Status
Pending
Processing. Usually 1-3 business days.
In Transit
On the way to your account.
Completed
Successfully deposited.
Failed
Issue with payout. Check details.
Invoices & Receipts
Download Options
Generate professional documents for your records:
| Document | Purpose |
|---|
| Invoice | Detailed billing document with line items |
| Receipt | Proof of payment for customers |
| Payout Statement | Summary of payout with fees |
PDF Generation
All documents are generated as professional PDFs:
- Your store branding and logo
- Complete transaction details
- Tax breakdown (if applicable)
- Unique document numbers
Download receipts to share with customers or for your own accounting records.
Currency Handling
Multi-Currency Support
The Finance page handles multiple currencies:
- View totals in your default currency
- See original transaction currencies
- Automatic conversion for aggregations
Display Currency
Choose how amounts are displayed:
- Original Currency — Show in transaction currency
- Converted — Show in your default currency
Exchange Rates
Exchange rates are:
- Updated daily
- Applied at time of transaction
- Locked for payout calculations
Fees & Deductions
Fee Breakdown
| Fee Type | Description |
|---|
| Platform Fee | Waffo Pancake transaction fee |
| Payment Processing | Card network fees |
| Payout Fee | Per-payout transfer fee |
| Currency Conversion | FX markup (if applicable) |
All fees are automatically deducted. Net amounts shown in your balance are what you’ll receive.
Tax Documents
Available Documents
| Document | When Available |
|---|
| 1099-K (US) | January (if thresholds met) |
| Annual Summary | January |
| Monthly Statements | First of each month |
- Business legal name
- Tax ID / EIN
- Business address
Update in Settings → Business Details.
