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How to Use Infusionsoft Payment Record for Revenue Reporting

If you use Infusionsoft for your shopping cart and regularly have orders reported in your Wicked Reports Net Revenue that you have not received a payment for, the option, Use Infusionsoft Payment records for revenue reporting, in your Settings might just be for you.

When checked, this option will only count orders in your Net Revenue reporting that have received a payment record. To better understand how this works, let's look at two scenarios.

Scenario 1: Use Infusionsoft Payment Records for Revenue Reporting is NOT checked

  Order Amount Payment Amount Gross Revenue (cumulative) Net Revenue (cumulative)
Order A $1,000 Approved - $1000 $1,000 $1,000
Order B $500 <No Payment Record> $1,500 $1,500
Order C $500 Failed - $500 $2,000 $1,500
Order D $500 Approved - $250 (payment plan) $2,500 $2,000

As you can see above, your Net Revenue, after the 4 orders, would be $2,000. In reality, you only receive $1,500 in payments. This does not accurately reflect your Net Revenue. Let's look at the next scenario.

Scenario 2: Use Infusionsoft Payment Records for Revenue Reporting IS checked

  Order Amount Payment Amount Gross (cumulative) Net (cumulative)
Order A $1,000 Approved - $1000 $1,000 $1,000
Order B $500 <No Payment Record> $1,500 $1,000
Order C $500 Failed - $500 $2,000 $1,000
Order D $500 Approved - $250 (payment plan) $2,500 $1,500

With this scenario, your Net Revenue, after the 4 orders, would be $1,500. This aligns with what you will receive in payments for these orders. If you have further questions, please reach out to us at support@wickedreports.com.