How can I track the total amount of unpaid orders on Shopify?

Shopify Discussion
1

Dear all

We run a shopify-store in switzerland. At the end of every month we want/need to see the sum of the unpaid orders. Does anybody have an idea, how you could easely fix this total amount it on shopify? The actual total of unpaid orders? Would be great! (perhaps including the fullfillment status?)

Best regards, Daniel

2

Hi, @cortellini66 . I’m happy to help with this! Can you tell me more about how you manage your orders? For example, do you send customers invoices after they’ve placed their orders?

I believe the best way to do this would be to filter your orders and export them as a CSV file. If you go to your ‘Orders’ page in your Shopify admin you will see options to filter your orders right above your list of orders. To use different filters or combine filters, click the ‘Search and Filter’ button (it looks like a magnifying glass) and add your filters using the ‘Add filter’ button. You can also click ‘F’ on your keyboard to open the search and filter options. This can help you see a list of orders that are unpaid and unfulfilled.

Since you mentioned needing to do this every month, I also recommend saving this filtered view so that you can easily access it every month without needing to add your filters every time. To do this, click the ‘+’ button on your ‘Orders’ page and choose a name for how you want the view to appear. For example, “Unpaid & Unfulfilled”. Then you can add your filters to the view you created. Make sure you click ‘Save’ to save them. You can see some examples of this in the screenshots below. You can also read more about searching and filtering your orders here.

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Once you have your list of orders, you can see the total unpaid amount by exporting your order list as a CSV file, and then using a spreadsheet program like Excel, Numbers, or Google Sheets to calculate the total. This guide can walk you through how to export orders to a CSV file.

Please let me know if you have any questions!

3

Dear Erin

thank you very much for your answer…

It is a little bit complicate, it is the way, like we do it till today.

I strongly not understand, why shopify does n’t show this important number in the statistics. For shopify it would be so easy, to add the total of unpaid orders, it ist just a easy tabell-calculation for you - instead that every shopif-user has to export CSV, create Excel and order the orders and summup the correct column.

honestly, I hoped, that someone of the communitiy gives me the hint, how there is a way WITH SHOPIFY Filters, to pick up this number, wich I perhaps didn’t now. It seems, that today there is still no other way… puhhh…

Please tell it to your programmers… I am sure, that at least every swiss partner is very interested on this number.

Thanks a lot, Daniel

4

Hi Daniel,

I understand this can be a bit cumbersome in Shopify. Our Report Toaster app can help. You could run reports for unpaid orders. You could also used our Unrecognized Revenue report which is specifically designed for eCommerce accounting.Please feel free to take a look and let us know if you need any help. Thanks!

5

Dear @cortellini66 ,

If you are still looking for a solution, try Report Pundit. We have premade templates called “Orders Report” that provides a comprehensive view of payment status, fulfillment status, and much more for analysis.

We also have a custom builder option where you can create your own report from scratch, tailored to your specific needs. Additionally, if required, we can create a report for you.

We offer a 14-day trial period to see if our app fits your needs.

Cheers!

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Thanks a lot - we will check it out! You will hear from us, best regards, daniel

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