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 Error Charges: Total amount refunded to customers due to order errors.
Total Order Adjustments: Total amount of order errors that were disputed and refunded back to you.
Payout YTD: Total earned revenue from sales year to date.
Payout Monthly Avg.: The average earned revenue from sales across all payouts.
4. Payout History & Totals Table
This table provides a chronological view of all payout transactions for each location. This is based on the date and store filters above:
Store Name: Associated store name.
Payout Period: The payout period. Orders that were placed during this period will be included in the payout. A period can either be the first half of the month (1st - 15th) or the second half of the month (16th - last day of the month)
Total Customer Amount: This refers to the total amount that customers paid for orders on the delivery platforms.
Total Delivery Platform Commission: The total commission fees that the delivery services charge.
Total Error Charges: The total amount refunded to the customer if there were any order errors.
Total DSP Order Adjustments: The total amount refunded to you from disputed orders with errors.
Total Tax: The total amount of tax charged to the customers from all orders.
Total Tax Remitted: The total amount of tax remitted and handled by the delivery platform.
Total Marketing Expenses: The total amount of marketing expenses applied to any applicable orders.
Total DSP Bag Fees: The total amount of bag fees charged to customers. This only applies to stores that operate in a state that enforces bag fees.
Total DSP Alcohol Fee: The total amount of alcohol fees that the delivery platform charges when an order contains alcohol.
Total Rev Share: The total transaction revenue charged by Lula. This is only applied if you are enrolled in the Lula revenue share program.
Total Order Bundle Fee: The total order bundle fees charged by the delivery platform. This is only applied if you are enrolled in the delivery platform bundle order program.
Total Payout: The total payout amount. This will match the deposits you receive in your bank account.
Bill.com Ref ID: The ID associated with the Bill.com transaction ID.
5. Payout Details Table
Drill down into specific payout transactions to see detailed information. This is based on the date and store filters above:
Store Name: Associated store name.
Lula Order ID: Associated Lula order numbers.
Partner: The name of the delivery service.
Partner Order ID: Associated order numbers provided by the delivery services.
Order Date: The date that the order was placed by the customer.
Customer Amount: The amount that the customer paid for the order on the delivery platform.
DSP Commissions: The Amount that the delivery service deducts, depending on the commission rate.
Error charges: Amount deducted if there were any errors submitted by the customer once they receive their order (item missing, wrong item, etc.).
DSP Adjustments: If this order had an error and it was successfully disputed, this is the amount refunded to you.
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 the Delivery Service Marketplace Facilitator here.
Marketing Expense: Amount deducted if a promotion was applied to this order.
Alcohol Fee: If the order contains alcohol, then some delivery platforms will charge an alcohol fee.
Bag Fee: A bag fee charged to customers. This only applies to stores that operate in a state that enforces bag fees.
Bundle Fee: Amount deducted if the order was part of a bundled order.
These columns only apply to those who are using Lula Direct, Lula's first-party ordering platform:
Tip From Customer: Tip added by the customer at checkout
Customer Delivery Fee: The delivery fee set by you and charged to the customer
Payment Processing Fee: Fee charged by Stripe, our credit card payment processor
Delivery Fleet Fee: fee charged by Uber Direct, our delivery fleet partner. This is typically offset by the Customer Delivery Fee.
Customer Discount: any discount or promotion applied by the customer at checkout
Order payout: the total amount you were paid for the order.
Error Charge Reason: If there was an error charge, the reason will be displayed here.
Merchant amount: The total amount of the order based on the retail pricing of the items in the order.
Payout ID: Associated with the ID in the total Payout Details table above.
6. Order Status Table
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].