How to Retrieve Order Totals

Instructions for retrieving order totals for account reconciliation or accounting for your studio or business.
  1. Login to richmondprolab.com with your email address and pin

  2. Click on your account number in the upper right corner of the page to go to your Account Information

  3. Select the View Shipment & Billing History button
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  4. On the Shipping History page, search for a specific order or search for orders within a date range
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  5. Select the preferred date range and click Show Shipments or Download CSV

    1. Show Shipments - displays all orders and order information (ship to, event name, tracking, order number and total, and shipping cost) within the specified date range that were shipped out along with the

    2. Download CSV - will download a CSV of the information for use within your accounting software or to manipulate in excel

  6. Open the spreadsheet in Excel or similar software to view order history details

  7. To calculate your total in Excel: Use the formula "=SUM(C3:C100000)" in a blank cell in the O column (increase the second number of the equation if you have more than 1000000 charges in column C)


Important notes on CSV Column headings:

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  • Date Shipped - the date the order was shipped and billed from the lab, this will generally correspond to the total billed on the card on file with us

  • Line Item - the specific item that was charged (typically order ID or shipping)

  • Shipment Number - the ID number (not tracking) for the order(s) and shipment

    • Since multiple orders can be shipped within the same package, use the shipment number to cross-reference orders that are shipped together

  • Billed Amount - amount billed for particular line item

    • For example, orders that have shipped should have at least 2 billed amounts

      • one line item for order charges - listed as the Order Number

      • second line item for the shipping - listed as Shipping

  • Special Notes - Indicates reason for order price override

  • Customer Order ID - the order number listed in the software that submitted the order

    • ImageQuix Orders, the first 10 digits before the underscore are the JOB ID associated with the order and the last 7 are the specific IQ order number in the software

  • Team/Event Name - the Order ID entered for ROES order or the Project Name for FLOW orders

    • GotPhoto Orders - the Event Name contains the subject name on the order followed by the Job Name in Gotphoto (e.g. Sarah Wilson/BHS Tennis 2019)

    • ImageQuix Orders - Bulk orders contain the name of the job as listed in IQ and direct ship orders contain the name of the orderer as listed in the software


Excel Tips

Create a pivot table from your data to better view charges

  1. Select your CSV in Excel

  2. Select Insert -> Insert Pivot Table

  3. On the Pivot Table tab add your fields to filters, columns, rows, and values
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    1. On Customer Order ID select the field settings -> Layout & Print -> Show items with no data

    2. Customer Order ID can be changed with Team/Event Name to get a better view or removed altogether