Skip to main content

Understanding Your Statement & Sales Reports in Lovingly

Your Statement and Sales Reports serve different purposes, which is why totals may not always match.

Written by Cristina Ramos
Updated over a week ago

Why Your Statement May Not Match Your Sales Report

Your Statement is a static document summarizing orders placed within a specific calendar month. It does not include a full order-by-order breakdown.

Your Detailed Sales Report is a live report that includes a complete breakdown of each transaction, including fees and taxes. For the most accurate comparison and reconciliation, always reference your Detailed Sales Report.


Understanding Your Sales Reports

Your Sales Report includes all transactions processed through your:

  • Lovingly Store

  • Lovingly Marketplace

  • POS

By default, it displays today’s orders, but you can adjust the date range using the filter option.

From the Sales Report page, you can:

  • View total sales revenue

  • Review taxes you are responsible for remitting

  • Access the Detailed Sales Report for transaction-level details

Note: Because the Statement is static and the Detailed Sales Report is live, minor differences may occur.


Services & Fees Explained

Your Detailed Sales Report includes the following service categories:

1. Standard Service Fee ($9.99)

A one-time $9.99 fee charged to gifters the first time they place an order with your shop. This supports ongoing floral technology innovation and platform improvements.


2. Credit Card Services Fee

This fee is paid to your credit card processor for handling transactions.

  • Domestic orders: 2.9% of the Gross Total + $0.30

  • Cross-border orders: 3.9% of the Gross Total + $0.30

The percentage is calculated using the Gross Total shown in the Detailed Sales Report.


3. Lovingly Services Fee

This fee is based on your contracted service rate.

Calculation (per order):
(Gross Total – Standard Service Fee with Tax – Non-Taxable Subtotal) × Your Service Rate
(e.g., 17%)


4. Marketplace Service Rate (10%)

For Marketplace orders, a fixed 10% service rate applies.

It is calculated as:
10% × (Gross Total – Standard Service Fee with Tax – Non-Taxable Subtotal)

The Credit Card Fee and Lovingly Services Fee combined equal the 10% Marketplace Service Rate.


What Is Lovingly Marketplace?

Lovingly Marketplace is a florist-direct online marketplace designed to help you compete with order gatherers and enable customers to purchase directly from local florists.


Service Fee Tax (Canada Only)

In Canada, digital products and SaaS services are taxable. Lovingly is required to collect applicable PST, GST, or HST on service fees.

The tax on the $9.99 Standard Service Fee is calculated as:

$9.99 × applicable local tax rate


Tax Responsibilities

United States

  • Lovingly collects and remits: All taxes related to Marketplace orders

  • Shop owners are responsible for: Taxes related to Shop orders


Canada

  • Lovingly collects and remits:

    • Service Fee Tax

    • Service Tax (for both Shop and Marketplace orders)

  • Partners are responsible for:

    • Tax on the Taxable Subtotal

    • Delivery Fee Tax
      (for both Shop and Marketplace orders)


Order Breakdown Calculations

For a detailed step-by-step breakdown of how each order is calculated, refer to:


If you are reconciling your account, always use the Detailed Sales Report for the most complete and accurate financial breakdown.

Did this answer your question?