For VTEX, revenue is the total value of orders that received the Financially Approved status in the Orders module. For more information, see What does VTEX consider as revenues for invoice calculation?.

In the Financial Report, customers find a list of financially approved orders and the sales channels used - B2C, B2B, Call Center, VTEX Sales App, certified Marketplace, certified Seller, etc.

To access an invoice’s Financial Report, follow the steps below:

1. In the VTEX Admin, go to Apps > Customer Credit > Invoices, or type Invoices in the search bar at the top of the page.
2. Select the desired invoice.
3. Click the Financial Report button.

You will receive a message notifying that the requested financial report will be sent to your VTEX user email.

To help customers understand their invoices, VTEX provides the details of each invoice, with a list of the amounts charged.

It contains descriptive data on the Gross Merchandise Value (GMV), which is the sum of the financially approved orders in that month, detailed in the financial report, in addition to the Monthly Fixed Fee and the Take Rate applied, which may vary according to your contract.

To view your invoice’s details, follow the steps below:

1. In the VTEX Admin, go to Apps > Customer Credit > Invoices, or type Invoices in the search bar at the top of the page.
2. Select the desired invoice.
3. Click Details.
4. Click on the arrow next to the values in the invoice.

The sum of the total value of the financially approved orders listed in the financial report is called Gross Merchandise Value (GMV). To obtain the total value of the GMV, you must add all the values contained in Total Value String.

The Take Rate is the monthly percentage charged on the total value of the financially approved orders. We calculate the percentage on the total of financially approved orders, since this is the stage at which the customer completes the entire purchase process, having used Search, Infra, Hosting, and other resources.

Different sales channels (B2C, B2B, Call Center...) have different Take Rates. To understand the percentage being charged, see the conditions in your contract. To access the value of the financially approved orders by sales channels, you must filter it in the Type column.