Four reports are available to provide Editors/Publishers with information and tools to manage fees and waivers.
For all reports, users with either View only or View/Edit permissions can download the result set to Excel. (A maximum of 5,000 records can be downloaded via the Download Report Results link.)
This report provides a single place to track and manage Bill Me requests from Authors (i.e., the Authors selected the Bill Me option on the Fees and Payments page).
The report can be run for one of three different statuses:
For any of the above options, the report can be further limited based on a selection of criteria, including Fee Type (Submission Fee, Fee), Manuscript Number, Fee Creation Date, etc. After selecting the desired report options, click the Submit button.
The results return with one row displayed for each payment record that matches the criteria. If there are multiple payment records for a single submission, that Manuscript Number appears on multiple rows.
Users with the appropriate permission can edit fields in the report to record information about payments received and save changes. (Updated information carries over to the Fees and Payments page.) Clicking the Save Changes and Refresh Page button updates the report; any records marked as paid no longer appear.
This report provides a single point of access to manage waiver requests (i.e., submissions for which the Author has selected the Request Waiver or Request Institutional Waiver payment option).
The report can be run for four different compilations of waiver types and statuses:
For any of the above options, the report can be further limited based on a selection of criteria, including Fee Type (Submission Fee, Fee), Manuscript Number, Fee Creation Date, etc. After selecting the desired report options, click the Submit button.
The results return with one row displayed for each record that matches the criteria. Each record includes a link to the submission's Fees and Payments page. Clicking the link opens the Fees and Payments Page in a new window, where an authorized Editor/Publisher can grant or deny the request and customize the letter to the Author. The report results page updates to reflect the changes to the payment records.
This report is available only for publications configured to accept credit card payments. The purpose of this report is to give appropriately authorized Editor/Publisher roles visibility to all PayPal transactions (both credit card and personal PayPal account), including both successful (paid) transactions and incomplete transactions. The report also includes fees that the publication cancelled after an Author's failed attempt to pay by credit card. No data can be edited on the E-Commerce Status Report, regardless of the user's permissions.
The report can be run for three different transaction statuses:
For any of the above options, the report can be further limited based on a selection of criteria, including Fee Type (Submission Fee, Fee), Manuscript Number, Fee Creation Date, etc. After selecting the desired report options, click the Submit button.
This report can be cross-referenced with PayPal reports for reconciliation and accounting.
This report provides visibility to submissions with unpaid fees that require action on the part of the editorial office. The report displays Unacknowledged Fees and Abandoned Credit Card Payments.
Unacknowledged fees (e.g., publication charge, color charge, page charge, etc.) are ones that have been assessed, but the Author has not visited the Fees and Payments page to request a bill or waiver, or to pay the fee.
Abandoned credit card payments occur when the Author selects the credit card option on the Fees and Payments page but either does not click the Pay Now button to launch the interaction with PayPal or does not complete the transaction on PayPal.
Note: Abandoned credit card payments are different from the Incomplete PayPal Transactions found on the E-Commerce Status Report. Incomplete transactions are ones that fail due to a breakdown in communication between EM and PayPal, including any failures from the point the Author leaves EM (clicks the yellow Pay Now button to navigate to PayPal) and the credit card actually being charged (i.e., PayPal screens where the credit card information is entered, amount verified, etc.). Abandoned credit card payments found on the Fees Requiring Action Report represent transactions where the Author entered an expired credit card number in PayPal, the name on the credit card does not match the credit card number entered, the user's browser crashed, etc.
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