Accepting credit cards, warehouses, and shipping and fulfilling orders
We have implemented After Pay as an option for our customers. Does anyone know if there is a way to create a custom reporting field? Essentially, I need to run a report so that my bookkeeper can reconcile the transactions. As it stands right now, I am only able to offer her a report from Shopify with the order totals to which she has to match up. I would love to be able to incorporate the "AfterPay Order ID" into the Shopify report to ease this for her.
Hi @amberksparks,
Keanna here from the Better Reports support team.
I would recommend our app Better Reports for this! The Afterpay payment id is typically recorded in the gateway receipt for the transaction. We can create a custom field extracting this data from the receipt and show this together with the Shopify order id. We have implemented this solution for other merchants to simplify reconciliation.
In addition to custom reporting capabilities, Better Reports offers more than 60 built-in reports that cover your most common reporting needs including sales, current inventory, refunds, payouts, and more. Our reports can even be scheduled to send at a set frequency to your email or Google Drive!
I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.
Hi @amberksparks ,
Report Pundit reconciles the Afterpay transactions and Shopify Sales. Once you integrate Afterpay with Report Pundit it allows you to retrieve information such as Acquirer ID, Order Date and Time, Settlement Amount, Tax Merchant Fee incl. Tax, Settlement Amount, and many other fields.
You can reach us at support@reportpundit.com
Thanks!
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