1. Navigate to Reports
Follow these steps to access your payout reports:
Log in to Lula Commerce
Open your web browser and go to Lula Commerce.
Enter your credentials and log in to your dashboard.
Navigate to the Reports Section
On the left-hand navigation menu, click on "Analytics".
Select the "Payout" tab from the menu.
2. Using Filters
Customize Your View
Use the date range selector to specify the period you want to review.
Filter by specific stores (if managing multiple locations).
Apply Advanced Filters
In specific tables, narrow down data using advanced filters based on the column names
3. Key Metrics in Cards
At the top of the payout reporting page, you will find summary cards displaying key metrics. This is based on the date and store filters above:
Total Payout: Total earned revenue from sales.
Total Refunds: Amount refunded to customers.
Payout YTD: Total earned revenue from sales year to date.
Payout Monthly Avg.: The average earned revenue from sales across all payouts.
4. Table 1 - Payout History
This table provides a chronological view of all payout transactions:
Invoice ID: Unique identifier for each payout.
Date Created: When the payout was initiated.
Period: The payout period. These will be orders from the first or second half of the month.
Total Amount: Total amount included in the payout. This will match the deposits you receive in your bank account.
5. Table 2 - Payout Details
Drill down into specific payout transactions to see detailed information:
Store Name: Associated store name.
Order ID: Associated order numbers provided by the delivery services.
Lula Order ID: Associated Lula order numbers.
Partner: The name of the delivery service.
Customer Amount: The amount that the customer paid for the order on the delivery service.
DSP Commissions: Amount that the delivery service deducts depending on the commission rate.
Total Tax: the total tax amount that the customer paid for the order on the delivery service.
Tax Remitted: If your store location is located in a state where the delivery service is a Marketplace facilitator, then they will remit and handle the taxes for you. Otherwise, the tax amount will be paid out. Learn more about Delivery Service Marketplace Facilitator here.
Bundle Fee: Amount deducted if the order was part of a bundled order.
Error charges: Amount deducted if there were any errors submitted by the customer once they receive their order (item missing, wrong item, etc.)
Marketing expenses: Amount deducted if there was a promotion applied to this order.
Merchant amount: The total amount of the order based on the retail pricing of the items in the order.
Order payout: the total amount you were paid for the order.
6. Table 3 - Order Status
View the status of orders related to the payout:
Order ID: Unique identifier for each order.
Status: Indicates whether the order is completed, canceled, or denied.
7. Downloading Reports
Click the "Export" button located at the top-right corner of the tables.
Choose your preferred format (CSV, XLSX, or PDF).
Download the file for offline review or accounting purposes.
If you have additional questions, please visit our Help Center or contact support at [email protected].