Payments & Refunds By Order

Overview

In this article, you will learn about Sellercloud’s Payments & Refunds By Order report. This report shows payment and refund information for each individual order and shows a sum of all payments and refunds for the selected time range.

Note that the report only shows orders created within the date range you select, even when the payment or refund has been applied at a different time.

You can see information about:

• Payment and Refund Information: Refund, Payment Status, Net Payment, Payment, and Grand Total.
• Order Information: Order Number and Channel.

To see payments and refunds by date selection, see Payments & Refunds by Date.

Access and Customize the Report

To use the report, follow these steps:

1. Navigate to Reports > Customers & Receivables > Payments & Refunds By Order.
2. Set up the Default and Custom filters to have the report show precisely what you need.
3. Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
   
4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
   1. Reorder columns by dragging them up or down in the list;
   2. Hide columns by clicking the Trash icons;
   3. Add columns by clicking Add column.
      
5. To sort the data differently, use the Sort by menu.
   
6. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.
   

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.