Organization Remittance Report Overview

Overview:

Within the DocuPet system several reports exist for the purpose of tracking and monitoring sales volumes and revenue as well as for remittance reasons. 

How To:

1. On the main dashboard, scroll to the Reporting section and click "Reports".

2. Next, hover over the Organization Sales Report icon and select "Remittance Report".


3. From there, you'll see your Organization is pre-selected and you'll need to select the month for the report. 

4. The report that populates will display Product Sales, Fees, Remittance, and Totals. 

• The "Less DocuPet Fees" line item represents fees collected by DocuPet for our services. These fees are partner-specific and vary based on individual contracts.

• The "Less DocuPet Sales Processed by Organization" line item encompasses designer tags and donations processed through the DocuPet system. It's important to note that donations are not disbursed monthly; instead, they are accumulated into the Safe & Happy Fund.
  

5. By clicking on the chevron beside any of the Products (Example: Licenses or Replacement Tags), a dropdown list will appear, providing a detailed breakdown of specific product information, including costs and quantities of each product purchased online.

6. Clicking on any of the Product hyperlinks (e.g., Licenses or Replacement Tags) will generate a separate list of all Pet Owner names who purchased these items within the selected time frame. Within this table, you can view the order date, name of the pet owner, POID, Order number, product type, etc., offering a comprehensive breakdown of the license sales.

7. All report views are available for download as PDF files or for printing. Additionally, detailed transaction reports can be downloaded in formatted .xls files.

Important Considerations:

• At the conclusion of each month, the remittance report can be accessed for review.

• Remittance “invoices” are not generated or sent until the 15th (or previous business day if the 15th falls on a weekend or holiday) of the following month. 

• The invoice will be sent to the provided contact’s email from [e-mail]. It is the contact’s responsibility to verify the invoice by accessing the Remittance Report available through DocuPet. 

• The invoice must be signed and returned to [e-mail]. Payment will not be released until a signed copy is received. Funds are typically released within 30 days of sign-back, contingent upon the return of the signed invoice within 10 business days.

• Any refunds issued by DocuPet for funds already remitted to the organization will be billed back on the next month’s invoice. 

  • Note that refunds are not reflected in the remittance reports via the online system.