Klar

If financial statuses are not configured according to the standards from the store system, a customization of the data source can ensure that the orders are still correctly taken into account in Klar. 

To set up a customization, the store data source can be adapted. To do this, click on the data source and add the desired customization:

There are 4 different options: Financial status to paid

Which adding a value you would change the status of this to the selected value. How status is used per default can be seen for each shop system here: 

WooCommerce: Financial Status of Orders

<code>Paid</code>: Orders with the statuses <code>completed</code> or <code>delivered</code>.

<code>Pending</code>: Orders with the statuses <code>processing</code>, <code>pending</code>, <code>on-hold</code>, <code>production</code>, <code>ready_to_pack</code>, or similar.

- <code>Paid</code>: Orders with the statuses <code>completed</code> or <code>delivered</code>.
- <code>Pending</code>: Orders with the statuses <code>processing</code>, <code>pending</code>, <code>on-hold</code>, <code>production</code>, <code>ready_to_pack</code>, or similar.

<code>Refunded</code>: Orders with the status <code>refunded</code>.

<code>Partially Refunded</code>: Orders with the status <code>partially_refunded</code>.

- <code>Refunded</code>: Orders with the status <code>refunded</code>.
- <code>Partially Refunded</code>: Orders with the status <code>partially_refunded</code>.

<code>Canceled</code>: Orders with the status <code>failed</code>.

- <code>Canceled</code>: Orders with the status <code>failed</code>.

This mapping ensures precise categorization of orders based on their revenue impact.

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SW5: Financial Status of Payment Processes

<code>Paid</code>: Payments with the status <code>completely_paid</code>.

<code>Pending</code>: Payments with statuses like <code>open</code>, <code>review_necessary</code>, <code>1st_reminder</code>, <code>AmazonPendingAuthorizationPayment</code>, and similar.

- <code>Paid</code>: Payments with the status <code>completely_paid</code>.
- <code>Pending</code>: Payments with statuses like <code>open</code>, <code>review_necessary</code>, <code>1st_reminder</code>, <code>AmazonPendingAuthorizationPayment</code>, and similar.

<code>Refunded</code>: Payments with the status <code>re_crediting</code>.

- <code>Refunded</code>: Payments with the status <code>re_crediting</code>.

<code>Voided</code>: Payments with the statuses <code>the_process_has_been_cancelled</code> or <code>zahlungsausfall</code>.

- <code>Voided</code>: Payments with the statuses <code>the_process_has_been_cancelled</code> or <code>zahlungsausfall</code>.

This grouping reflects the effect of payment statuses on revenue classification.

SW6: Financial Status of Orders and Payments

<code>Paid</code>: Orders with the statuses <code>paid</code>, <code>completed</code>, or <code>refund_failed</code>.

<code>Authorized</code>: Orders with the status <code>authorized</code>.

<code>Partially Paid</code>: Orders with the statuses <code>paid_partially</code> or <code>partially_paid</code>.

<code>Pending</code>: Orders with the statuses <code>in_progress</code>, <code>open</code>, <code>unconfirmed</code>, or <code>pending</code>.

- <code>Paid</code>: Orders with the statuses <code>paid</code>, <code>completed</code>, or <code>refund_failed</code>.
- <code>Authorized</code>: Orders with the status <code>authorized</code>.
- <code>Partially Paid</code>: Orders with the statuses <code>paid_partially</code> or <code>partially_paid</code>.
- <code>Pending</code>: Orders with the statuses <code>in_progress</code>, <code>open</code>, <code>unconfirmed</code>, or <code>pending</code>.

<code>Partially Refunded</code>: Orders with the statuses <code>refunded_partially</code>, <code>new_return</code>, or <code>return_completed</code>.

- <code>Refunded</code>: Orders with the status <code>refunded</code>.
- <code>Partially Refunded</code>: Orders with the statuses <code>refunded_partially</code>, <code>new_return</code>, or <code>return_completed</code>.

<code>Canceled</code>: Orders with the status <code>cancelled</code>.

- <code>Canceled</code>: Orders with the status <code>cancelled</code>.

This grouped mapping provides a clear understanding of how each status impacts financial reporting by assigning them to Net Revenue, Gross Revenue or excluding them altogether.

Here you will find explanations of the effects of financial status on the allocation to different revenue figures in Klar