In this article
Various reports are available for accounts that have opted to make a profit. These reports, including Payout reports, can be viewed and downloaded from the Reports page, accessible after your first successful payout.
A report is generated for each payout period and provides a breakdown of earnings from your patient orders. All proceeds are paid with the order's first successful shipment with subsequent cancelations (i.e., canceled backorders) deducted later.
Note: Reports may not be accessible by additional practitioners or staff but are always accessible to dispensary owners. Owners can extend reporting access to other accounts from the Permissions tab of the Dispensary settings.
Receiving your payouts
Payouts are only available if you opt in to make a profit of patient orders. As orders ship, earnings accrue and are triggered as a lump sum payout to your preferred bank account every 30 days (default payout schedule). You can refer to your Payments page or payout reports for your running balance and next payout date. For more information about how payouts are deposited, please see Receiving your payouts (profit dispensaries only).
Viewing payout reports
To view a payout report:
- From the practitioner menu, go to Reports — accessible after your first successful payout.
- Beneath the Payout Reports heading, click View payout report >>.
- Available earnings (if any) are displayed first. These are proceeds that will be deposited with your next payout. Refer to Your next payout date near the top of the page for your next deposit date.
Note: It can take 1-3 business days for payouts to appear in your bank account.
- To view statements of previous payouts, select a date from the Select a payout menu.
Tip! Select download payout report to CSV to download payout reports for your records.
All net proceeds from an order are added to your Available payout when the order's first successful shipment is shipped. Proceeds from unfulfilled products will be included and deducted later if cancelled.
A payout displaying Available earnings to be paid out on the next payout date.
Payout report headings
Below are descriptions of the headings found in your payout reports.
Fullscript order number.
|Shipment||Shipment reference number.|
|Return||The return merchandise authorization (RMA) number.|
|Date||The date the shipment shipped, the refund was received, or date of cancellation (UTC).|
|Patient||Name of patient account affiliated with the order.|
|MSRP||Total retail price for all products in the order.|
|Patient discount||Discount applied to order ($).|
|Selling price||Order total after patient discount.|
|Cost of goods||Fullscript fees deducted.|
|Net proceeds||The order's net earnings to be paid.|
The cancellations are deducted from your payout total and represent product cancellations that occurred. This includes requested cancellations from patients after part of their order has shipped and automatic backorder cancellations that we couldn't fulfill within 21 calendar days.
A cancellation in a payout report.
Note: All net proceeds are added to your payout when the order's first successful shipment is shipped. Cancellations (i.e., net proceeds that were previously paid) thereafter must be subtracted to adjust the balance.
Orders in the Returns section represent product returns stemming from patient orders that were previously fulfilled. Returns for products that were previously paid are deducted from your payout total in the statement in which the return was received, and the refund was provided.
A return in a payout report.