Transaction Billing

Transaction Billing

Info
Module: Reports
Path: Reports > Processing Reports > Transaction Billing Report
Topic: Transaction Billing Report
Version(s):  5.1 and up
Editions: All

What Is Transaction Billing

  1. Processing Reports   
    1. Transaction Billing Report - View transaction billing data.

Making The Connection

Where Will I See This Within OLX?


What Imports/Exports Relate to Transaction Billing Report?

  1. WooCommerce Order Import

Setup


Preview




You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Filters

Filter
Definition
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
Date Range
Calendar date selection based off above Date Type or can be manually set if using User Selected
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
Client
The client of the source of the order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
Campaign
The campaign of the source of the order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns


Column Definitions

Column
Definition
Create Date
date order was placed
New Ords Created
Orders created manually or via import
Continuity Ords Created
System created autoship orders
Tot Ords Created
New Ords Created +plus Continuity Ords Created



Copyright 2025
Revised 12.23.2025

    • Related Articles

    • Transaction Details Window

      Module: Order Detail Screen/Customer Detail Center Topic: Transaction Details Window Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Transaction Details Popup The Transaction Details window provides a user with ...

    • Sales Order Entry_Billing Information

      Module: Sales Order Entry Topic: Billing Information Version(s): Version 5.1 and up  Editions: Standard, Commerce, Call Center Always follow your script when collecting data. The billing information is required for a Sale or Lead. All fields are ...

    • Payment Batch Report Definitions

      Module: Reports Path: Reports > Processing Reports > Payment Batch Report Topic: Payment Batch Report Version(s): 5.1 and up Editions: All What Is Payment Batch Report Processing Reports Payment Batch Report - Sales payments breakdown. Making The ...

    • Packing Slip

      Module: Order Detail Screen Path: Order Detail Screen > Print Packing Slip Topic: Print Packing Slip Version(s): Version 5.1 and up Editions: All What Are Packing Slips The Packing Slip displays all the relevant shipping information pertaining to the ...

    • Sales Order Entry

      Module: Sales Order Entry Path: Sales > Enter A New Sale Topic: Page Overview Version(s): Version 5.1 and up Editions: All What Is Sales Order Entry? Sales Order Entry is where agents can manually enter an order into OrderLogix. Making The Connection ...