Analytics: Sends, Orders, and Revenue
Track multi-recipient order performance across checkout, inquiries, and uploads on Shopify: view funnels, export reports, and audit send detail in one place.
Sales Tax Calculation, Collection, and Reporting
How sales tax is calculated, collected, and reported for bulk corporate gifting orders on Shopify: per-recipient tax calculation, one gifter payment, and how Shopify's Taxes and United States sales tax reports show Send To Many orders.
How to Filter Shopify Reports to Avoid Double-Counting Bulk Orders
Filter Shopify analytics and reports to separate aggregate and recipient orders. Customize your Shopify analytics dashboard to avoid double-counting Send To Many revenue using tags and gateways.
Accounting for Multi-Recipient Orders
Two ways to keep Send To Many parent and recipient orders from double-counting revenue in Xero, QuickBooks, or Bookkeep, and how sales tax reaches your books with each.
Bulk Order Dashboard & Data Exports for Shopify
Track send activity, order status, and revenue from the bulk order dashboard on Shopify, and export detailed CSV data for fulfillment, tax, and full analysis.