How To

Payment Cleared Report

The Payment Cleared report provides detail transaction information for orders that have completed payment. This report is useful for finding detailed information on those buyers that have completed payment and contains information such as shipping, tax and promotions associated with each order.

 

Prerequisites


  • To run the report, see Creating New Reports on the Reports Center page.
  • To view your reports, select Reports > Report Center.

 

Notes on the Payment Cleared Report


  • The date range on the report refers to the date payment cleared which may be different from the Checkout Date.

The Payment Cleared report includes the following columns:

Column Name
Description
Invoice NumberThe number assigned to this invoice.
Site NameThe location where the transaction took place.
Checkout DateThe date the order has been paid for.
Ship DateThe date the order has been shipped to the customer.
BuyerThe user ID of the buyer, often the same as their e-mail address.
Buyer E-mail AddressThe e-mail address used by the buyer.
Ship To Last NameThe last name of the individual to whom items will be shipped.
Ship To First NameThe first name of the individual to whom items will be shipped.
Ship To AddressThe address where the items will be shipped.
Ship To CityThe city where the items will be shipped.
Ship To StateThe state where the items will be shipped.
Ship To Postal CodeThe postal code where the items will be shipped.
Ship To CountryThe country where the items will be shipped.
PhoneThe customer’s phone number (when applicable).
Payment MethodThe method used to pay for the order.
Quantity SoldThe quantity sold for the individual invoice line item. 
Original CostThe extended cost for the individual line item (quantity multiplied by unit cost).
Invoice Sub-TotalThe amount of the invoice BEFORE tax, shipping & handling, insurance, additional cost/discount, and/or promotional value have been applied to the invoice.
TaxThis is the tax on the ENTIRE invoice – though it is listed on each invoice line item. This field is correct, but is not well-represented in the report and can easily be misunderstood. If Item A has a sales tax of $1 and Item B has a sales tax of $2, then this field, for EACH line item, will display $3 (which is $1+$2). If you added your taxes for this transaction, you would come up with $6, which is double the actual tax of $3. If you add this field, you should only add it ONCE for each invoice – do NOT add it for each invoice line item. Please contact support if you have any questions.
Shipping & HandlingThis is the Shipping and Handling on the ENTIRE invoice. (See Tax notes.)
InsuranceThis is the Insurance on the ENTIRE invoice. (See Tax notes.)
Additional Cost/DiscountThis is the Additional cost/Discount on the ENTIRE invoice. (See Tax notes.)
Promotion CodeThe promotion code used by the customer (if applicable).
Promotion ValueThis is the Promotion Value on the ENTIRE invoice. (See Tax notes.)
Invoice TotalThe amount of the invoice AFTER tax, shipping & handling, insurance, additional cost/discount, and/or promotional value have been applied to the invoice.

 

The Payment Cleared report provides detail transaction information for orders that have completed payment. This report is useful for finding detailed information on those buyers that have completed payment and contains information such as shipping, tax and promotions associated with each order.

 

Prerequisites


  • To run the report, see Creating New Reports on the Reports Center page.
  • To view your reports, select Reports > Report Center.

 

Notes on the Payment Cleared Report


  • The date range on the report refers to the date payment cleared which may be different from the Checkout Date.

The Payment Cleared report includes the following columns:

Column Name
Description
Invoice NumberThe number assigned to this invoice.
Site NameThe location where the transaction took place.
Checkout DateThe date the order has been paid for.
Ship DateThe date the order has been shipped to the customer.
BuyerThe user ID of the buyer, often the same as their e-mail address.
Buyer E-mail AddressThe e-mail address used by the buyer.
Ship To Last NameThe last name of the individual to whom items will be shipped.
Ship To First NameThe first name of the individual to whom items will be shipped.
Ship To AddressThe address where the items will be shipped.
Ship To CityThe city where the items will be shipped.
Ship To StateThe state where the items will be shipped.
Ship To Postal CodeThe postal code where the items will be shipped.
Ship To CountryThe country where the items will be shipped.
PhoneThe customer’s phone number (when applicable).
Payment MethodThe method used to pay for the order.
Quantity SoldThe quantity sold for the individual invoice line item. 
Original CostThe extended cost for the individual line item (quantity multiplied by unit cost).
Invoice Sub-TotalThe amount of the invoice BEFORE tax, shipping & handling, insurance, additional cost/discount, and/or promotional value have been applied to the invoice.
TaxThis is the tax on the ENTIRE invoice – though it is listed on each invoice line item. This field is correct, but is not well-represented in the report and can easily be misunderstood. If Item A has a sales tax of $1 and Item B has a sales tax of $2, then this field, for EACH line item, will display $3 (which is $1+$2). If you added your taxes for this transaction, you would come up with $6, which is double the actual tax of $3. If you add this field, you should only add it ONCE for each invoice – do NOT add it for each invoice line item. Please contact support if you have any questions.
Shipping & HandlingThis is the Shipping and Handling on the ENTIRE invoice. (See Tax notes.)
InsuranceThis is the Insurance on the ENTIRE invoice. (See Tax notes.)
Additional Cost/DiscountThis is the Additional cost/Discount on the ENTIRE invoice. (See Tax notes.)
Promotion CodeThe promotion code used by the customer (if applicable).
Promotion ValueThis is the Promotion Value on the ENTIRE invoice. (See Tax notes.)
Invoice TotalThe amount of the invoice AFTER tax, shipping & handling, insurance, additional cost/discount, and/or promotional value have been applied to the invoice.

 

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