SamCart's Charges Report is a snapshot of all the latest transactions in your Marketplace. If you're looking for a stream of all your recent charges, just recurring charges, just one time charges, failed charges, or upcoming subscription charges, this report has it!
There's quite a lot of information here, so let's break each section down:
Successful Charges (Last 90 Days)
The first section of the Charges report itemizes all of your most recent charges in chronological order.
You can sort the information by Charge ID, Customer Name, Customer Email, Charge Amount, Charge Source, Refund Status, and Charge Date. The last three options are likely going to be the most useful for you:
- Charge Source: Sorts the charges by "One Time" charges or "Subscription" charges.
- Refunded?: Sorts the charges to display refunds.
- Charge Date: Sorts the charges by either Newest > Oldest or Oldest>Newest.
NOTE: If you'reviewing your One Time charges, Subscription charges, or Refunds, the information will be displayed chronologically.
The Failed Charges report puts all of your failed/declined subscription charges in one place.
This report automatically lists each failed charge from the past 14 days. Use the date range picker to see your Failed Charges from a specific time period.
You can sort the table by different columns such as Customer Name, Customer Email, Charge Amount, Product Name, Order Number, Subscription Number, Error Message, and Date of Failed Charge.
All of these columns should be pretty straight forward, but we do want to talk about the Error Message for a second...
Anytime there is a declined charge, the payment processor (Stripe/PayPal) sends back an error message. SamCart displays that error message for you to see in this report.
If you'd like to learn more about why charges get declined, and get our best recommendations on saving a declined charge, visit the Declined Charges article.
Next Expected Charge For Subscriptions
This table helps you see when each of your active subscriptions is scheduled to run a charge. So you can see exactly how much recurring revenue you can expect in the near future!
It's likely you will sort this table using the Next Rebill Date Column, but it's worth noting you can also sort this table by the following columns...
- Customer Name,
- Customer Email,
- Subscription ID
- Product Name,
- Next Rebill Date
- Subscription Created
It's important to note that this report is not a snapshot of how much subscription revenue you will make each month. It is simply a list of all active subscriptions, and when they are schedule to rebill next.
Exporting Your Charges
You can export the Successful, Failed, and Upcoming Charge reports by clicking on the Export CSV File button at the bottom-right of the corresponding table:
In the popup window, select a File Name, an Email address to receive the export, and a Export Time Range:
The Export Time Range helps you export just the information you need. It has the following options to choose from:
- All Time: Export all failed charges from the entire history of your SamCart Account.
- From Page: Export only the failed charges included in the current date range you've selected for the report.
Click Export and check your email for a download link to your CSV file. The email may take a few minutes to hit your Inbox, depending on the size of the export.
Frequently Asked Questions:
Q: Can I edit date range in my Successful Charges report?
A: Pulling all of your charges takes a lot of computing power. So currently, that report is locked to the last 90 days. We're working on letting you select a date range!
Q: Can I search through these reports for a specific customer?
A: Yes! Each table has a search box at the top-right. You can search using any criteria that is listed in the table.
Q: Why does my customer have multiple Failed Charges with the same Subscription ID number?
A: Once a customer's recurring charge fails, SamCart's Subscription Saver kicks into action to recover the failed charge. Subscription Saver follows a specific schedule and re-attempts the charge several times over a few weeks' time. Visit the Subscription Saver & Dunning article to learn more.
Q: Why do charges get declined?
A: A charge can be declined for a bunch of different reasons. Only your payment processor (aka Stripe, PayPal, etc.) can tell you more about why a customer's payment didn't charge correctly. To learn more about how to investigate a declined charge, visit the Declined Charges article!
Q: Do cancelled subscriptions show up on my Next Expected Charge For Subscriptions report?
A: Once a subscription is cancelled it will be removed from the list.